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ModestSpark Call us to learn more at 214.720.4400 Navigation About Us Our Mission Our Clients Meet The Team Get Started Exceptional Investor Series Wealth Management Model Portfolios Investment Plans FAQ's Investor Updates Podcasts Video Interviews Contact Us Search. McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced wealth management, personalized investment planning solutions, and investment strategies to high net worth families and related institutions with the ultimate goal of delivering superior client profitability through excellence in service. With over $916 Million in assets under management, MGAM's investment management expertise extends across multiple investment categories: traditional safety in fixed income, high cash flow strategies, and growth with income. MGAM investment disciplines emphasize generating current income along with opportunities for capital gains.

Fortune Wealth Management LLC is a financial planning and wealth management company that provides customized services for discerning clients. We believe that a successful financial journey is uniquely defined by each individual. Our ability to understand the intricacies of your family's goals, dreams, risk tolerance and timeframes is the cornerstone for us to build a well-defined plan. Our personalized approach in the management of your assets enables us to partner with you and guide you along a successful path. We offer a range of services, including portfolio management, financial planning, retirement planning, and risk management. Whether you are a business owner, family, or retiree, we are dedicated to helping you achieve your financial goals.

Revere Asset Management is an SEC Registered Investment Advisor that provides conflict-free, transparent, fee-based only advice coupled with comprehensive life planning. As a fiduciary, the company offers quantified downside protection and agile, rules-based active management that adjusts to the market in real time. The firm's team of experts provides open and honest communication with total transparency, and clients have anytime access to the market strategist directly responsible for growing their money. The company also offers free daily educational content and regular podcasts to help clients make informed investment decisions. With a focus on investor-focused asset management, Revere Asset Management aims to help clients achieve their investment goals through actionable, non-biased research and advisory services.

Founded in 1967, Smith Anglin is a leading wealth advisory and management firm based in Dallas, Texas, providing an elevated standard of care and managing over $1.5 billion in client assets for a select group of pilots, families, individuals, and business owners in 46 states and abroad. With deep roots in accounting, tax planning, and aviation retirement readiness, our mission is to conscientiously secure the financial well-being of our clients over the course of their lives. Our wealth management advisors work diligently to help them achieve their goals, dreams, and financial security. We offer a range of services, including financial planning, investment management, tax planning, estate planning, survivor assistance, insurance services, and CPA services. Our goal is to provide personalized financial advice aligned with our clients' needs and values, helping them feel good about the decisions they make for themselves and their families.

Adams Wealth Management is a holistic wealth management firm founded on the principles of providing exceptional client service, expert financial guidance, and a personalized approach to achieving your financial goals. With years of experience in the industry, our team of professionals is dedicated to helping individuals and families achieve financial stability and success. We strive to develop a unique investment strategy that mirrors each client's distinct financial situation and goals.

Highlander Partners is a Dallas-based private investment firm with over $3.0 billion in assets under management. The firm invests globally, including offices in Warsaw, Poland and Bucharest, Romania. With a team of experienced operators and seasoned investment professionals, Highlander Partners has completed over 90 majority control transactions in eight countries throughout North America and Europe for transaction values exceeding $5.0 billion.

At Leap Wealth Management, we provide comprehensive financial planning solutions, individualized portfolio management, and exceptional customer service to help our clients achieve their financial goals. We offer a range of services, including retirement planning, tax efficiency solutions, family legacy preservation, and protection planning, as well as advice on digital assets and alternative investments.

Fetterman Investments, Inc. provides personalized and practical financial advice and comprehensive planning to businesses and individuals. At Fetterman Investments, we maintain close relationships with our clients and understand that each person is unique and needs a customized financial plan for their situation. We work with you to create a personalized roadmap designed to guide you through life's milestones. Our financial planners, college funding specialists, investment advisor representatives, and support staff understand the unique challenges individuals face. We provide practical advice and guidance to help you plan your financial future, whether your goal is preparing for retirement, investment management, college planning, student loan management, or setting up an estate strategy.

CBG Wealth Management is a full-service wealth management firm committed to helping people pursue their financial goals. With a focus on delivering personalized financial guidance, we offer a wide range of financial products and services to individuals and business owners to help them identify their goals and make sound decisions to reach them. Our services include financial planning, wealth management, life transitions, legacy planning, and structured settlements. We believe that financial guidance is about more than just money; it's about appreciating who you are and what you want in life, and working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow.

Sammons Wealth Management is a boutique retirement planning and investment management firm serving 50+ professionals. As an experienced Certified Financial Planner Professional, Stephanie Sammons guides clients through the many facets of retirement, providing a personal relationship, high-level service, and attention to detail. With a focus on equity, diversity, and inclusion, Sammons Wealth Management is a fiduciary advisory firm with no sales commissions or third-party fees. By having a solid plan in place, clients can have peace of mind in retirement, achieve their ideal retirement, and take charge of their wealth.

J.E. Simmons and Company is a fee-only financial planning and wealth management firm that specializes in serving high-achieving professionals, including dentists, in the Dallas, TX area. With a focus on integrated business and personal advice, the firm provides comprehensive financial planning, investment management, and tax planning services to help clients achieve their unique financial goals. The team of advisors offers a range of services, including savings and retirement planning, estate planning, and student loan planning, with the goal of helping clients achieve financial clarity, confidence, and freedom.

Davis Financial Services is a financial planning and investment management firm that provides personalized services to help clients navigate their financial journeys. With years of experience, our team of professionals offers customized plans for every stage of life, from budgeting and retirement planning to estate planning and insurance. We believe in educating individuals in an easy-to-understand manner to help them grasp personal finance and pursue their financial objectives. We take pride in being committed to our community and serving our clients with integrity, expertise, and dedication. Whether you're looking to build wealth, protect your family, or preserve your assets, we're here to help you achieve your financial goals. Our team is dedicated to providing exceptional service and ensuring that our clients feel confident and informed about their financial decisions. We look forward to working with you and helping you achieve financial stability and success.

M. Terry Enterprises, Inc. is a private equity and energy investment firm that specializes in diversified investments in North Texas and worldwide. The company focuses on partnerships and collaborations with management teams to invest in small to mid-size companies in various sectors, with a social impact consideration for local communities. With a diverse portfolio, the company targets long-term assets capable of sustaining commodity price volatility in energy sectors.

Perryman Financial Advisory is a Dallas-based financial planning and investment firm serving the needs of affluent individuals, their families, and their businesses. As a trusted advisor, we help our clients accumulate, preserve, and transfer their wealth. Our mission is to provide exceptional client service and personalized investment solutions to help our clients achieve their financial goals. With a long-term perspective and a focus on individualized attention, we simplify the burden of wealth management with all-inclusive fees and a comprehensive approach to stewardship.

Beyond The Next Level is a professional accounting firm that provides outstanding service to individuals and businesses across various industries including construction, dentists, healthcare, real estate, nonprofits, law firms, manufacturers, and hospitality. Our team of experienced tax and accounting professionals offers consultations to help clients improve their financial record-keeping and reporting. With a dedication to professionalism, responsiveness, and quality, we strive to provide exceptional service and help our clients achieve financial success. From tax services to payroll, our firm is equipped to handle a wide range of accounting needs.

FPA Private Wealth Management is a Dallas, TX based independent Private Wealth Management firm with more than 65 years of combined experience in creating specifically customized Wealth Management strategies for individuals, families, and corporations. The centerpiece of the relationship is based on a total fiduciary duty in the achievement of your financial dreams and aspirations. We offer tailored portfolio solutions designed to suit your specific requirements. Our team of experienced professionals is committed to providing you with personalized service and guidance to help you achieve your financial goals. We offer a range of services, including Retirement Planning, Estate Planning, and Insurance Planning. Our team is dedicated to helping you protect and grow your wealth, while also ensuring the well-being of your loved ones. With over 65 years of combined experience, we have the expertise and knowledge to help you achieve your financial aspirations.

Worth Financial Group Inc. is a trusted financial planning and wealth management company since 1983. We offer exceptional financial planning and wealth management services to our clients, employing a personalized approach and taking into account our clients' lifestyles. Our team of experienced professionals provides a wide range of solutions, including brokerage services, registered investment advisors, insurance agency, and wealth management. We prioritize independent, unbiased investment advice, grounded in objectivity and client responsibility.

Tolleson Wealth Management is a multi-family office that provides comprehensive financial services to wealthy individuals and their families. With a comprehensive range of services including investment management, estate planning, and philanthropy, Tolleson Wealth Management empowers its clients to enjoy their wealth while supporting their family's values and vision.

Cohesion Wealth Advisors is a leading provider of financial planning and wealth management services in Dallas. Our team of experts, including CPAs, attorneys, and financial advisors, offer a comprehensive range of services to help individuals and families achieve their financial goals. From taxes to investments, estate planning, and more, our cohesive approach to financial planning puts your needs at the forefront. We believe in being confident in your family's future, utilizing technology to be forward-thinking, and fostering trust through our relationships. At Cohesion Wealth Advisors, we're committed to providing innovative, customer-focused strategies to improve your family's financial well-being.

Strata Wealth Advisors is an independent wealth management firm that specializes in navigating the many layers of estate and financial complexity faced by affluent individuals and families. Based in Dallas, Texas, Strata's advisors align your life and financial goals to help you achieve new levels of financial discipline and direction. Elevated financial solutions. We help our clients achieve new levels of financial discipline by aligning their desires and financial goals. Our holistic planning and investment approach reduces complexity in our clients' lives while helping to protect and grow their assets. Our advisors create highly organized, custom financial plans and ensure each plan is implemented fully and accurately. As trusted advisors, we adhere to the highest standards of integrity, serving our clients as a stable, reliable anchor and sounding board throughout their lifetimes.

Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm founded in 1983. The firm offers a broad array of investment solutions to institutional investors, private wealth clients, and financial intermediaries.

LD Lowe Wealth Advisory is a wealth management firm that provides personalized financial planning and wealth management solutions to individuals and families. With over 20 years of experience, the firm offers specialized services to small business owners, divorcees, family law attorneys, at&t employees, property owners, and high-net-worth individuals. The firm's expert advisors use knowledge-based financial experience to provide dedicated service and tailored financial planning strategies.

At R Moon Consulting, we understand the challenges of running a business. Our team of experts specializes in creating comprehensive business solutions to encourage healthy growth and higher profits for your company. Through strategic planning, coaching, and training programs, we help you overcome obstacles and reach your goals. Our services include financial clean-up, business plans, pricing structure, exit planning, and more. With our $10,000 promise, if you don't make an extra $10,000 in 6 months after following our guidelines, we'll give you free consulting. Contact us today to schedule your free initial consultation and start the journey to real change for your business.

GM Wealth Group is a woman-owned and operated financial services firm committed to helping individuals manage all aspects of their financial lives. Our client-centric, customized approach stands out in the industry, and we offer a broad suite of products and services tailored to fit each client's distinct financial situation. We support our clients by providing cutting-edge technology, sound investment strategies, and unparalleled resources. Our team has 30+ years of experience in the financial services industry. We offer a range of services, including investment management, retirement planning, insurance, and more.

WK Group is a wealth management firm that provides customized investment solutions to over 150 families and endowments. With a team of four members, the firm focuses on client-centric, transparent, and efficient practices to help clients manage their wealth and achieve their financial goals.

Murphy & Sylvest is a fee-only financial planning and wealth management firm that helps individuals and families achieve their financial goals by providing comprehensive wealth management services, including in-depth financial planning, portfolio management, and fiduciary advice. Our team of professionals works closely with clients to understand their unique financial situations and develop personalized strategies to accumulate, preserve, and distribute their wealth. With over 30 years of experience, we have a proven track record of delivering results and exceeding client expectations.

JBR Financial Services is a comprehensive financial services company specializing in retirement planning and wealth management. Our team of experts provides personalized guidance and customized plans to help clients optimize their retirement income and achieve their financial goals. With a focus on tradition, our services include retirement planning, life insurance, taxes, wealth accumulation, and asset protection. We strive to ensure our clients' financial security throughout their golden years.

At Burford Brothers, Inc., we are a trusted financial advisory firm dedicated to helping our clients achieve their financial goals. With a team of experienced professionals, we offer a range of services including comprehensive wealth management, financial planning, and investment management. Our mission is to provide our clients with personalized attention and tailored solutions to help them secure their financial futures.

At Caviness Wealth Management, we specialize in providing comprehensive wealth management strategies to help clients safeguard their financial future. With a personalized approach, we work closely with each client to understand their unique needs and goals. Our team of experts offers a range of services, including financial planning, investment management, business services, and risk management. Our goal is to help clients build a secure financial future by providing tailored strategies and ongoing support.

Shade Tree Investment Advisors is a registered investment advisory firm located in Dallas, Texas, providing personalized investment management and related financial advice to professionals and individuals. Our team of experts offers consulting services for 401(k) plans and investment management for individuals, corporations, and businesses. We provide tailored investment advice, portfolio management, and education to help our clients achieve their financial goals. Our fundamental business is to provide investment advice to individuals and companies, helping them make informed decisions about their financial future. With over 50 years of combined experience, our team is dedicated to providing responsible, independent investment management.

Grygier Wealth Management is a financial planning and wealth management firm that helps clients plan for retirement, invest, and manage their finances. With over 20 years of experience, the team works closely with clients to develop comprehensive financial plans, allocating resources and making recommendations based on their individual situations.

B. Riley Wealth is a financial services firm that provides individual investors, privately-owned businesses, professional practices, and trusts with guidance to achieve their financial goals. We leverage our collective experience and expertise to take the anxiety out of investing by designing customized portfolios specifically for each client. Our team strives to exceed clients' needs and expectations, providing a hands-on approach and emphasis on service. Founded in 1990, Fiduciary Financial Services provides individual investors, privately-owned businesses, professional practices, and trusts with the guidance needed to achieve their financial goals.

Slaton Financial Services provides professional financial services, including bookkeeping, payroll, taxes, and Human Resources, to businesses in Dallas, TX. Our team of commercial financial experts offers expert financial services tailored to your business needs. With over 40 years of experience, we pride ourselves on providing quality financial services at a fraction of the cost of in-house services.

Smith Group Asset Management is a specialist firm providing high-quality investment management services to institutional and high-net-worth clients. With over 25 years of experience, our team of highly skilled professionals utilizes a combination of quantitative and fundamental analysis to identify companies with potential for unexpected earnings growth, strong earnings quality, and reasonable valuations. Our investment philosophy is built on the fundamental belief that companies that can sustainably grow earnings faster than expected will experience strong price appreciation. We manage our portfolios in alignment with specific fundamental characteristics, with a focus on delivering exceptional client service and superior risk-adjusted returns over a full market cycle.

Bison Wealth Management LLC was founded in 2018 and provides customized wealth management and comprehensive financial advisory solutions to individuals, families, business owners, and institutions. We pride ourselves in building strong relationships with our clients and taking the time to listen to their unique needs and goals. Our experienced team of professionals is dedicated to helping clients achieve their financial objectives and secure a comfortable future. With years of experience, we have developed a personalized approach to financial advisory services, utilizing a comprehensive analysis of our clients' cash flows and net worth to create a customized portfolio tailored to their individual needs and goals. We believe in guiding our clients through the various financial phases of their lives to secure a comfortable lifestyle, while putting their interests first as a fiduciary.

Gibson Wealth Management provides comprehensive wealth management services tailored to affluent families, including investment strategies, cash management accounts, risk management, and financial planning. Our team of experts works closely with clients to create customized financial plans that address their unique goals and objectives. With a focus on fiduciary responsibility and comprehensive service, we help individuals and families grow and preserve their wealth across generations. Whether you're planning for retirement, estate planning, or simply seeking to optimize your financial situation, we're here to help. Our goal is to provide sound financial guidance and exceptional customer service to help you achieve your financial aspirations.

Innovative Estate Management, LLC is a financial services firm that helps individuals plan for their retirement and achieve financial freedom. Our team of experts provides personalized advice on income planning, investment planning, tax planning, health care planning, and legacy planning. We aim to help our clients build a retirement strategy that ensures their financial security and allows them to focus on what's truly important in retirement.

View Capital Advisors is a unique breed of wealth management firm dedicated to helping high-net-worth clients grow their wealth. Founded in 2004, we offer a refreshingly different perspective and an eye for alternative opportunities others miss. Our team of expert professionals provides fully integrated, truly custom advisory services, including best-in-class research, professional portfolio management, wealth planning, and family financial consultation/education. We specialize in alternative investments as part of your larger wealth management picture, offering options not typically available through traditional firms.