Top Professionals
22 One Advisors
22 One Advisors is a boutique comprehensive financial planning firm based in Dallas, Texas, affiliated with Northwestern Mutual. The firm is dedicated to helping clients and their families achieve lasting financial success by connecting their financial goals with their personal values and legacy. 22...Read More
360 Wealth Planners
360 Wealth Planners is a Dallas-based wealth management firm dedicated to providing comprehensive financial planning that encompasses all aspects of a client's financial life. Founded by Brandon Day, the firm partners with Advisor Resource Council (ARC), a Registered Investment Advisory firm recogni...Read More
AnalyticEdge Finance
AnalyticEdge Finance LLC is a Dallas-based wealth advisory firm that provides comprehensive, client-centered financial planning and investment management with custody services through Charles Schwab. AnalyticEdge Finance offers retirement planning, estate planning, risk management, education savings...Read More
Beacon Pointe Advisors
Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisory (RIA) firms, serving institutions, defined contribution plans, high-net-worth individuals, and families. Founded in 2002, the company has over 75 offices across the U.S. and manages more than $49 billion in assets. ...Read More
-0a218.png)
Beacon Pointe Advisors
Beacon Pointe is a national Registered Investment Advisory firm founded in 2002 that provides comprehensive wealth management, institutional consulting, retirement plan services, family office support, and advisor partnership opportunities. Beacon Pointe focuses on delivering objective, fiduciary in...Read More
-016f0.png)
Credent Wealth Management - Plano, TX
Credent Wealth Management is a fee-only, fiduciary wealth advisory firm focused on helping clients achieve financial freedom through collaborative, transparent, and commission-free advice. Credent Wealth Management offers retirement planning, investment management, tax minimization strategies, chari...Read More
-6b163.png)
Creme Wealth - Plano Financial Planner
Cremé Wealth is a Plano-based wealth advisory firm that combines intentional investing, personalized financial planning, and coordinated estate and tax strategies to help clients retire with confidence and live intentionally. Cremé Wealth provides investment management, retirement planning, estate a...Read More
-509e4.png)
Edward Jones - Financial Advisor: Antonio Caufield, AAMS®
Edward Jones is a financial services firm that connects clients with local Edward Jones financial advisors across the United States and Canada to provide personalized investment advice, retirement planning, wealth-management solutions, and a broad range of financial products and services; the compan...Read More
-71668.png)
Edward Jones - Financial Advisor: Brian D Shepherd, CFP®|CEPA®|AAMS®
Edward Jones is a financial services firm that delivers a personal approach to investing through a large network of financial advisors (about 18,000), supporting clients with retirement planning, education savings, insurance, and broader wealth-management needs. Edward Jones focuses on matching clie...Read More
-93cb9.png)
Edward Jones - Financial Advisor: Shafen K Crawford, CFP®|AAMS®
Edward Jones is a financial services firm that delivers a personal approach to investing through a network of about 18,000 financial advisors, supporting clients with retirement planning, education savings, insurance, and broader wealth-management needs. Edward Jones focuses on matching clients with...Read More