Perryman Financial Advisory

Our Legacy of Client-Focused Financial Planning

Perryman Financial Advisory has been guiding individuals, families, and businesses in Dallas towards secure financial futures for over 30 years. We are a team of experienced financial advisors dedicated to providing personalized wealth management solutions tailored to each client's unique needs and goals.

Our Guiding Principles

Our mission is to serve as a trusted advisor, empowering our clients to make informed financial decisions throughout their lives. We prioritize:

• Client-centricity: We prioritize your goals and aspirations, building strong, personalized relationships based on trust and open communication.
• Fiduciary responsibility: Your best interests always come first. We operate with transparency and accountability in all our financial planning and investment strategies.
• Long-term perspective: We take a comprehensive and holistic approach to wealth management, considering your financial goals across generations.
• Personalized service: Our low client-to-advisor ratio ensures you receive personalized attention and customized solutions.

Comprehensive Financial Solutions

We offer a comprehensive range of services to address all aspects of your financial life, including:

• Wealth Management & Investment Planning: Tailored portfolio management, risk management, and asset allocation strategies.
• Retirement Planning: Maximize your retirement accounts, plan for post-retirement income, and secure your financial future.
• Estate & Legacy Planning: Develop a comprehensive estate plan and trust to ensure your financial assets are protected and distributed according to your wishes.
• Business Planning & Valuation: Comprehensive business valuation, succession planning, and wealth preservation strategies.
• Risk Management: Identify potential risks and implement strategies to mitigate financial and personal vulnerabilities.

Experienced and Certified Professionals

Our team of experienced financial advisors holds prestigious certifications and industry credentials, including Certified Financial Planner (CFP) designation, demonstrating our commitment to the highest ethical standards and expertise.

Join Us on Your Financial Journey

We understand that every individual's financial goals and circumstances are unique. Contact us to schedule a complimentary consultation and discuss your financial aspirations with a trusted advisor.