Finance Consultants in Dallas to Watch for in 2025

Dallas Finance Strategists to Know in 2025

The Dallas-Fort Worth-Arlington metro area, also known as the Metroplex, isn’t just a booming hub for energy, technology, and real estate. It’s also becoming a go-to destination for next-gen financial strategy. Whether you’re a rising entrepreneur in Uptown, a legacy family in Highland Park, or a first-gen wealth builder in Arlington, there’s a consultant in the Dallas area who understands your vision and knows how to build a plan to match it.

Our Methodology: How We Selected These Finance Leaders

At Digital Reference, we pride ourselves on curating thoughtfully vetted lists of professionals who go beyond generic advice. For this guide, we conducted:

• Deep research into each consultant’s client-facing strategy and credentials
• Analysis of their LinkedIn insights and published thought leadership
• Assessment of how they reflect our pillars: innovation, transparency, digital-first service, cultural fluency, and client impact
• Geographic focus on professionals operating in the Dallas-Fort Worth-Arlington metro area

Each of the advisors below brings something unique to the table—whether it’s creative planning for tech stock options, boutique retirement strategies, or a hyperlocal approach to investing.

Let’s meet the consultants changing the money game in North Texas.

Ryan Huey

roserockwealth.com | LinkedIn

As founder and managing partner of RoseRock Wealth Management, Ryan Huey blends small-town values with big-market experience. Based in Plano, Huey’s approach is tailored, transparent, and refreshingly down-to-earth. His clients? High-income professionals, retirees, and growth-minded families across Texas.

💡 Why Ryan is one to watch:

• 📍 Specializes in goal-based planning with robust risk management tools
• 💼 Known for building strong, trust-driven relationships with both new and legacy clients
• 🧠 CFP® with over 20 years in the industry, including prior roles with Fidelity and Schwab
• 🔄 Uses a "teach-first" philosophy to make financial concepts digestible and empowering
• 🧭 Offers portfolio strategies designed for long-term sustainability over hype

Ryan is a favorite among families who want more than robo-advice but less than Wall Street showmanship.

Ryan McLin

impactwg.com | LinkedIn

Ryan McLin, co-founder of Impact Wealth Group, is exactly the kind of financial partner you'd want for the modern economy: strategic, empathetic, and focused on impact.

💡 What sets Ryan apart in DFW:

• 🌍 Combines investment advisory with faith-based financial principles
• 📊 Offers tailored solutions for business owners, pre-retirees, and growing families
• 🎓 Holds a finance degree from Baylor University and has been active in advisor education
• 💬 Known for breaking down complex planning scenarios into simple, client-first conversations
• 🏆 Highly rated by clients for service that blends professionalism and heart

Ryan's clients often speak of his integrity and his unique ability to make financial planning feel less intimidating.

Jason Frizzell

jcffinancial.com

Founder of JCF Financial, Jason Frizzell, offers a rare mix of fee-only advising and personalized care. Located in North Dallas, Jason’s boutique firm thrives on relationships, not sales.

💡 Why Jason belongs on this list:

• 💼 Runs an independent RIA committed to fiduciary excellence
• 📍 Offers guidance on retirement income planning, estate strategy, and investment design
• 🧠 Holds multiple credentials, including the CFP®
• 🌱 Works with many clients navigating career transitions, inheritance, and second acts
• 💬 Described by clients as responsive, kind, and detail-oriented

Jason stands out for his “no-pressure” planning model and straightforward delivery.

Jamie D Grant

grantwealthgroup.com | LinkedIn

At the helm of Grant Wealth Group, Jamie D Grant helps successful professionals and business owners take their money to the next level. He brings both Wall Street acumen and a heart for Texas hospitality to the table.

💡 What makes Jamie an exceptional strategist:

• 💰 Works with high-net-worth individuals on wealth accumulation and preservation
• 🔍 Offers tax-sensitive strategies and multi-generational planning
• 🧠 Former financial consultant at Charles Schwab with a B.S. in Economics
• 📈 Leverages Monte Carlo simulations and advanced software to guide long-term decisions
• ✍️ Active thought leader on topics like inflation-proof portfolios and legacy planning

Jamie is especially popular among professionals who want a sophisticated, proactive partner in their corner.

Patrick Fontana

fontanafinancialplanning.com | LinkedIn

With more than 25 years of experience, Patrick Fontana is a stalwart in the Fort Worth finance scene. He runs Fontana Financial Planning, a boutique firm focused on lifelong client partnerships.

💡 Patrick’s standout contributions include:

• 📊 Specializes in comprehensive retirement readiness and financial independence
• 🧠 Longtime CFP® and expert in portfolio construction and cash flow analysis
• 🛠️ Offers fully customized plans, not cookie-cutter templates
• 🎯 Works with clients ranging from Gen Xers to retirees preparing for distribution
• 🌟 Highly rated for transparency, punctuality, and education-based service

Patrick's calm, methodical style is a perfect fit for clients who want stability and clarity as they plan the next stage of their financial life.

Dallas Is the Future of Finance—And These Advisors Are Proving It

The Metroplex is evolving—and so is its approach to money. The professionals on this list show that financial advising in Dallas-Fort Worth isn't just keeping up; it's leading with insight, purpose, and innovation. These advisors are not only well-credentialed but deeply invested in helping their clients thrive through every life stage.

🌟 Ready to explore more? Check out:

• Top Financial Advisors in the USA
• Leading Fractional CFOs in NYC
• What are Finance & Accounting Consultants 

At Digital Reference, our mission is to surface smart, useful, and community-centered content that helps readers take control of their future—financially, professionally, and personally. We’re proud to highlight professionals who are making that easier for all of us.

Stay tuned for more spotlight series from cities across the country, and follow us to keep your finger on the pulse of finance in 2025 and beyond.

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