Financial Planner - North Dallas

aggiedadofpanda

Joined: Aug 20, 2009

Posts: 941

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1:39p, 5/31/22

AG

Does anyone have recommendations for a good financial planner somewhat close to North Dallas? My old FP retired, and I'm not enamored with who he transitioned his business to. Looking for someone who can help my family of 5 achieve our financial goals, with medium risk to the portfolio. TIA.

BrianDemarais

Joined: Mar 6, 2015

Posts: 351

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In reply to aggiedadofpanda • 3:17p, 5/31/22

AG

Grant Clay with Edward Jones. Awesome guy and good Ag!
(214) 738-9879
grant.clay@edwardjones.com

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PDEMDHC

Joined: Jan 29, 2013

Posts: 8,872

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5:31p, 5/31/22

AG

Adam Prewett - Based in Plano at Spring Creek/DNT. Also a good Aggie. Runs his own financial group.

https://www.mosaicfinancialadvisers.com/team/adam-prewett

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Frankly

Joined: Sep 10, 2013

Posts: 268

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3:48p, 7/11/22

I just consolidated my portfolio to this guy. He isn't an Aggie, (Okie State), but has helped many friends too.

Dan Balderston, CFP
Retirement Planning Specialist

Vista Wealth Partners
In Alliance with Equitable Advisors, LLC

12377 Merit Drive, Suite 490
Dallas, TX 75251
Office: (972)455-9013
Direct: (214)272-9600
Fax: (972)455-9116

catfan

Joined: Oct 14, 1999

Posts: 1,582

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5:33p, 7/12/22

Scott Miller of Miller Global (Vandy/Wharton). He's a CFA and manages risk very well. 0.9% fees on equities, less on fixed income.

http://www.millerglobalinvestments.com/

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mosdefn14

Joined: Nov 5, 2006

Posts: 2,842

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In reply to Frankly • 7:07p, 7/12/22

AG

If this is copy/paste from his email signature you may want to let him know the use of his CFP marks is incorrect. The CFP board takes it seriously.