Top financial advisors in Dallas, TX
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're managing significant property taxes or navigating federal tax strategies without the cushion of state income tax, you need advisors who understand Texas's unique tax landscape. A common mistake is overlooking how property and sales taxes impact your overall financial picture, leading to unexpected expenses.
- Federal and property tax balance. Confirm how they integrate federal tax planning with property tax considerations specific to Texas.
- Multi-state experience. Ask if they have experience advising clients with assets or income across different states, as this affects tax and investment strategies.
- Business and energy sector knowledge. Texas's economy includes many business owners and oil-and-gas interests; check if they understand these industries' financial nuances.
- Long-term tax modeling. Ensure they project tax impacts over time, not just immediate returns, to avoid surprises in your financial plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Andres L
Series 63, Series 65
Tyler, TX
Mass Mutual Investors Services
Andres Ledesma in Dallas, TX, offers financial planning with a focus on multi-generational wealth transfer and cash flow budgeting, which can help manage complex tax considerations including property taxes. Affiliated with the large firm Mass Mutual Investors Services, he brings three years of experience and serves business owners and executives, providing consulting on operational efficiency alongside ongoing financial planning and asset management.
Experience: 3 years
Avg account: $249,379
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Anna C
CFP®, PFS™, Series 63, Series 65
Dallas, TX
Cetera
Anna Carlyle's 34 years of experience and CFP® and PFS™ credentials equip her to navigate Dallas's complex tax environment, including property and federal tax planning. Affiliated with Cetera, a large firm offering diverse portfolio management and fiduciary solutions, she provides flat-fee and hourly consulting options, catering to high earners and business owners approaching retirement.
Experience: 34 years
Avg account: $306,089
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Phillip W
Series 63, Series 65
Dallas, TX
Stone Hill Wealth Management, LLC
Phillip Washington Jr. offers expertise in options and derivatives strategies, private investments, and concentrated stock management, which can be valuable for navigating Texas's unique tax landscape. His firm provides customized investment strategies and serves high-net-worth and corporate clients, with a flat-fee structure and 13 years of experience, distinguishing him from others by combining independent advice with a broad range of financial planning services.
Experience: 14 years
Avg account: $187,607
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Virkeisha P
Series 65, Series 63
Dallas, TX
Primerica Advisors
Virkeisha Palmer in Dallas offers expertise in ESG investing, tax-loss harvesting, and income planning, which can help balance federal and property tax considerations unique to Texas. Working with Primerica Advisors, a large firm with a tiered wrap-fee structure and discretionary asset management, she serves both individual and high-net-worth clients, providing model-driven strategies that may suit those managing complex tax and investment needs.
Experience: 5 years
Avg account: $228,117
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Bryce U
Series 63, Series 65
Dallas, TX
LPL Financial
Bryce Unck in Dallas offers expertise in wealth management and retirement plans for business owners, with 19 years of experience and flat-fee financial planning options. Affiliated with LPL Financial, a large firm serving diverse clients including high-net-worth households, he combines broad investment solutions with in-house research, distinguishing him from advisors at smaller firms or with narrower specialties.
Experience: 20 years
Avg account: $399,489
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