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Best Financial Advisors in Dallas
Financial Planners in Dallas
Everything’s bigger in Texas—and that includes the ambitions of individuals, families, and businesses striving for financial security in the Dallas-Fort Worth-Arlington (DFW) metroplex. From the bustling financial corridors in Uptown Dallas to the entrepreneurial hubs of Arlington, financial advisors in the region play a critical role in shaping long-term prosperity. These professionals help their clients make smart money moves in areas like retirement planning, wealth management, tax strategies, and navigating life transitions.
At Digital Reference, choosing the right advisor can be overwhelming. That’s why our methodology involves extensive research, professional evaluation, and recognition of unique achievements - highlighting professionals who are not just credentialed but trusted partners in financial well-being. Each advisor featured here is located right in DFW and contributes to the area’s thriving financial landscape.
We’ve previously explored how professionals across industries build community trust and why transparency in expertise matters for long-term success (explore our insights). With that in mind, we’re excited to introduce you to some of the financial advisors making a difference in Dallas-Fort Worth-Arlington.
Methodology: How We Chose These Dallas-Based Financial Advisors
🔎 Research-driven: Reviewed professional certifications, advanced credentials, and specialized expertise in wealth management
📊 Client-reviewed: Considered client outcomes, long-term success stories, and evidence of personalized planning approaches
🏆 Industry-recognition: Looked at awards, leadership positions, and visibility in the financial planning community
🏢 Location-based: Focused on advisors rooted in Dallas-Fort Worth-Arlington’s thriving economy and active business landscape
The advisors featured here reflect North Texas’s entrepreneurial spirit—professionals known for their integrity, innovation, and dedication to client success.
🌟 Meet the Financial Advisors Driving Financial Confidence in Dallas
♦️Geoffrey Erwin
Wealth Advisor, Director at BakerAvenue Wealth Management
Geoffrey Erwin brings years of financial planning expertise, with a focus on delivering comprehensive strategies for families and business owners. His career highlights include helping clients with retirement readiness, wealth preservation, and multi-generational planning.
Why they stand out:
✨ Builds long-term relationships rooted in trust
📌 Bridges personal and professional goals for business owners
🔹 Recognized for helping families plan across generations
♦️Melissa Anne Cox
Wealth Strategist | Financial Educator at Future-Focused Wealth
Melissa Cox is known for her thoughtful approach to financial planning. She works closely with individuals and families to create sustainable wealth strategies that reflect both values and lifestyle priorities.
Why they stand out:
✨ Recognized for blending money management with life planning
📌 Strong advocate for women and families in financial literacy
🔹 Builds trust through accessibility and transparent communication
♦️Brad Shields
Howle Shields Group of U.S. Capital Advisors
Brad Shields specializes in helping clients optimize their wealth across investment, retirement, and estate planning. His approach is structured yet adaptable, ensuring clients stay on track toward their financial milestones.
Why they stand out:
✨ Builds long-lasting client relationships
📌 Combines technical expertise with approachable guidance
🔹 Known for steady strategies during market uncertainty
♦️Chris Adkins
Financial Advisor at Dean, Jacobson Financial Service
Chris Adkins combines the analytical rigor of an MBA with the client-first approach of a CFP®. He specializes in balancing investment strategies with practical life planning. With a blend of academic expertise and hands-on financial planning experience, Chris Adkins helps clients design strategies that balance growth with long-term security.
Why they stand out:
✨ Strong academic and professional foundation
📌 Delivers both high-level strategy and hands-on guidance
🔹 Focuses on achieving sustainable long-term wealth
♦️Kevin Thompson
Founder of 9I Capital Group LLC
Kevin Thompson’s unique credentials as a CFP®, Retirement Income Certified Professional®, and Enrolled Agent position him to handle complex tax and retirement scenarios. Kevin Thompson leverages advanced planning techniques in retirement and tax strategies, helping clients protect assets while building future wealth.
Why they stand out:
✨ Strong dual focus on tax and retirement planning
📌 Known for highly technical yet accessible strategies
🔹 Helps clients maximize after-tax retirement income
♦️Lisa Ward
Wealth Advisor, Founder and CEO at Plumb Financial
Lisa Ward combines business acumen from her MBA with personalized financial planning as a CFP®. She works with individuals and families to ensure financial goals align with life values. Lisa Ward integrates business expertise with financial planning, guiding professionals and families in building sustainable, long-term financial strategies.
Why they stand out:
✨ Blends business perspective with financial planning
📌 Empowers clients through education and transparency
🔹 Strong advocate for women in finance
Building Dallas-Fort Worth’s Financial Legacy
The Dallas-Fort Worth-Arlington area thrives on ambition, innovation, and resilience—and its financial advisors reflect those same qualities. From guiding families through major life transitions to helping entrepreneurs plan for growth, these professionals bring more than technical expertise: they bring stability, clarity, and trust to the people and organizations they serve. Their ability to blend strategy with personal care ensures that DFW’s businesses and communities can plan with confidence and act with purpose.
At Digital Reference, we believe that transparency and connection are the cornerstones of professional success. That’s why we highlight leaders like these who are shaping the financial well-being of our region. Our mission is simple: to help clients and professionals alike find the right expertise at the right time.
If you’re inspired to learn more about how trusted professionals can support your goals, explore more on digital reference or dive into more insights on building strong client relationships in our resources hub.
- Finance Professionals: What Are They, and What Do They Do?
- Finance Executives & What They Do
- Finance & Accounting Consultants: What Do They Do?
- Finance Consulting Services in the USA
Dallas-Fort Worth’s financial advisors are not just managing money—they’re building legacies. And with the right guide by your side, your future in North Texas looks brighter than ever with Digital Reference.
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