Joseph Applewhite is a Series 65-licensed financial advisor with 18 years of industry experience. He has led Applewhite Financial Planning, PLLC since 2013 and is also a CPA providing accounting services outside of his advisory role. Applewhite operates from Dallas, TX. Applewhite & Buys Financial Advisors serves individuals, high-net-worth clients, businesses, and their retirement plans, with a focus on healthcare, legal, education, and small-business sectors. The firm employs a Core + Satellite investment approach combining passive index exposures with active holdings, and offers modular financial planning, portfolio supervision, retirement-plan consulting, and accounting and tax services under separate agreements.

Timothy Buys is a financial advisor at Applewhite & Buys Financial Advisors in Dallas, TX, holding a Series 65 designation with 10 years of industry experience. Since 2016, he has also provided accounting services as a Certified Public Accountant through Applewhite Financial Planning, PLLC, dedicating significant time to this activity. Applewhite & Buys Financial Advisors serves individual and high-net-worth clients, businesses, and retirement plan sponsors, particularly in healthcare, legal, education, and small business sectors. The firm offers comprehensive financial planning, portfolio management, retirement plan consulting, and accounting and tax services, employing a Core + Satellite investment approach that combines indexed core holdings with actively managed satellite positions.