Financial Advisors in Lewisville, Texas (Denton County)

Steve Blankenship, CFP
Steve Blankenship, CFP®, a nationally recognized financial planner, is the founding principal of Heritage Financial Planning, a Fee-Only financial planning and wealth management firm.
Steve Blankenship, CFP® has been featured on the cover of Financial Planning Magazine, and has appeared in numerous national media outlets including Newsweek, Kiplinger's, BusinessWeek, Money Magazine, theStreet.com and has served as a technical advisor for multiple articles in The Wall Street Journal and Money Magazine. Steve has also been identified by Financial Planning Magazine as one of three financial planners from across the country that is leading the “Next Generation of Advisors.” Prior to founding Heritage Financial Planning, Steve served clients in the Wealth Management practices of both Ernst & Young, LLP and Arthur Andersen, LLP and at Quest Capital Management.... See More

Glenn Bishop, CDFA, CFP, CMA
GA Bishop and Associates, LLC makes it's Fee-Only Financial Planning services available to people from all walks of life. Our founder, Glenn Bishop is a Certified Financial Planner™ Practioner. We are committed to making our services available to our clients on an hourly basis. We do not require custody or control over your assets, so you are free to implement our recommendations as you desire. By making our services available by the hour, we can provide as much or as little assistance as you desire. In addition to our NAPFA membership, we are also a member of The Garrett Planning Network, the premier nationwide network of hourly, Fee-Only financial planners.... See More

Randall Crimmings, CFP
We believe that a relationship with your financial advisor should be based on old-fashioned honesty, integrity, and respect for the client's financial goals and dreams. Our team brings together a unique blend of creativity, attention to detail, and compassion that provides not only the foundation for long lasting client relationship, but the ability to help our clients achieve control and peace over their financial lives.
Objectivity & Independence:
As a Fee-Only Firm, we receive no third-party commissions or revenue from our recommendations. By remaining completely objective throughout the financial planning process, we aim to empower individuals to make the best financial decisions possible, striking a balance in their lives between enjoying today and planning for tomorrow.
Experience:
With over 90 years of combined experience, we have the capacity to assist a broad variety of clients and issues. All of our financial advisors have earned the Certified Financial Planner™ designation in addition to having advanced academic degrees.
Comprehensive Planning:
We focus on the creation of an actual written financial plan covering all areas of retirement, investment, college funding, insurance, tax planning and estate planning.
Call or email us for a complimentary, no obligation get-acquainted meeting.... See More

Bryan Lee, CFP, MBA
Strategic Financial Planning, Inc. is an independent, fee-only comprehensive planning and wealth management firm that places an emphasis on Life Planning.
As a registered investment advisor, Strategic Financial Planning, Inc. has a fiduciary duty to each and every client of the firm. Our policy is to protect the interests of each of the firm`s clients and to place the client`s interests first and foremost in every situation. We use a financial planning process that systematically and objectively defines challenges and offers solutions. Our planning addresses investments, insurance, taxes, estate planning and more. Coordinating them all into one plan for you. Visit our website for a list. We specialize in planning for doctors, small business owners and corporate executives in addition to widows and divorcees. Most often those with an income of $225K/yr. and up OR a net worth of $1 million and up.... See More

Brent Little, CFP, CPA/PFS
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Welcome to Odyssey Wealth Management, LP
Our mission at Odyssey Wealth Management, LP is to help our clients achieve financial independence through wealth accumulation and preservation while living a fulfilling and well-balanced life. We work with our clients to develop individualized comprehensive financial plans that are right for them. We believe our clients are more likely to achieve their unique goals and objectives if they are following a long-term plan that is tailored to their individual personality and situation. We are a Dallas based Fee-Only registered investment advisor providing comprehensive wealth management, financial planning, and investment advisory services to individuals and their related entities. We do not accept any form of commissions or payments from third-parties, therefore we are able to provide objective and unbiased advice to our clients. It is our belief that operating in an independent, conflict-free environment is the only way to ensure our clients that every decision we make on their behalf is made in their best interest. We would like to encourage you to continue down your road to financial independence by contacting us to learn more about how we can work together to make your goals a reality through the use of independent, objective, and comprehensive advice.... See More

Christopher Troseth, CFP
The Watchman Group, Inc. is a fee-only investment management and fee-only financial planning firm located in Plano, Texas. As a registered investment advisor with the SEC, our primary focus is to help individuals and families who are looking for a professional perspective on the management of their financial affairs. As a steward of our client’s assets, we serve as their trusted financial advisor and take great care in our fiduciary responsibilities. A fiduciary is defined as: An individual, often in a position of authority, who is obligated to act on behalf of another (as in managing money or property) and assumes a duty to act in good faith and with care, candor, and loyalty in fulfilling the obligation. (Merriam-Webster Dictionary) As an investment advisor, we view our fiduciary responsibilities as a major differentiator between us and other firms in the investment industry. Putting you first is not only our legal creed, but an integral part of our individual values. Through this commitment to act in a fiduciary capacity, we strive to serve as a financial coach and educator because ultimately we want to do what is in every client’s best interest.
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Alex Stowe, CFP, MBA
Stowe Financial Planning, LLC specializes in providing objective financial planning advice to help clients build, manage, grow, and protect their assets through life's transitions. We focus our planning on the issues that matter most to our clients and invest as the plan dictates, which is the only sound path to success. At Stowe Financial Planning, we have been helping families like yours across Dallas and the country come up with better answers since 2001.... See More

Michael Domingo, AIF, BBA, CFP, CLU, CRPC, MBA
Cadence Financial Advisors, LLC was founded in 2007 to serve the needs of investors seeking wealth management services from an independent financial advisor.

Deidra Fulton, CFP
Deidra is founder and president of Fulton Financial Planning, Inc., a financial planning and registered investment advisory firm. The firm specializes in providing fee-only financial planning and investment advice to people from all walks of life.... See More

Braxton Comer, CFP, MBA

Wes Shannon, CFP
A fee only registered investment adviser firm that provides both comprehensive financial planning and investment advisory services. The mission for SJK Financial Planning is a belief that all Americans can experience financial independence by receiving and following sound professional advice.... See More

Derek Childs, CFP
HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994. Our mission is to provide superior wealth management services in every client relationship, and, as such, our clients have come to expect an uncommon level of service with uncompromising integrity.
We take pride in knowing our clients not only on a financial level but on a personal level as well. Each client relationship is treated as a trusted partnership. We are in the business of helping people and have developed a team based approach to deliver objective, customized, innovative and flexible solutions. Our integrated team of advisors includes financial, investment, tax and estate planning professionals.... See More

Jean Keener, CFP, CRPC
Keener Financial Planning is a financial planning and registered investment advisory firm. We provide as-needed financial planning and advice to people at all financial levels. Keener Financial Planning's top focus is you. Our mission is to help you achieve your goals and be successful in your life and with your money. Up-to-date knowledge is one of the strengths of Keener Financial Planning. Jean is a Certified Financial Planner™ professional and holds the Chartered Retirement Planning Counselor (CRPC®) designation. Jean also trained with the Kinder Institute of Life Planning on the 7 Stages of Money Maturity and is a member of the Garrett Planning Network, the National Association of Personal Financial Advisors, and the Financial Planning Association. We provide a free, no-obligation get-acquainted meeting to all potential clients. Please call or go to our website at www.KeenerFinancial.com to schedule an appointment. Start Planning to Live Well today.... See More

Anthony Pampel, CFP, CFS, MBA, Other

Active Investment Management & Periodic Portfolio Reviews

Retirement Planning

Education Planning

Tax Advisory Services

Wealth Transfer Planning

Business Planning & Development

Insurance Reviews

Cash Management and Budgeting