Find a Financial Advisor in Amarillo

Empowering You to Make Educated Decisions.

Our financial advisors in Amarillo work with families and businesses to develop effective game plans in a common language. With us, it’s about making the complex simple. Our role is to instill financial confidence and enable you to pursue your goals.

We are proud of our team of financial advisors who make it their life’s purpose to serve many generations of the same families in the greater West Texas area.

Our comprehensive wealth management includes financial planning, estate planning, legacy and multigenerational wealth planning, tax efficiency, investments, retirement planning, business succession, defined contribution plan, and defined benefit plan.

WE WANT TO UNDERSTAND YOUR UNIQUE NEEDS TO ACCOMPLISH YOUR LIFE’S PURPOSE AND LEAVE A LASTING LEGACY.

Comprehensive Wealth Planning

Business Planning

Multigenerational Wealth Planning

Our Advisors

Michael David

AIF®
Managing Director, Partner & Wealth Advisor

Jamie Carroll

CFP®
Managing Partner, Wealth Advisor

Jeff Maynard

AIF®
Partner, Wealth Advisor

Brandon Woodard

Wealth Advisor & Insurance Specialist

Brad Doyle

Wealth Advisor

Danny Barker

Wealth Advisor

Our Location

Resources

Cross-Generational Financial Planning Guide

Millennials are poised to inherit approximately $41 trillion from their Baby Boomer parents over the next 40 years. The result will be the single largest intergenerational wealth transfer in human history. Many older clients, however, are beginning to voice growing concerns over the financial preparedness of their Millennial children, fearing they may lack the wherewithal to deal responsibly with a sudden influx of wealth.
Learn More

The Family Budget: Financial Empowerment at Your Fingertips

Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the last time you sat down to review your family budget? Read this free guide for important tips on budgeting, savings and insurance.
Learn More

The Sustainable Edge

Achieving the “Sustainable Edge” is not solely about creating a business where you can fulfill your passions. It also means having time for the three or four other things in your life you are passionate about. By narrowing your focus to just a few passions, you will enjoy your life more than if you try to pursue twenty passions at once. We will help you do that through the ideas and lessons taught in this book. Order your copy:
Amazon Barnes & Noble

HOW FAR ARE YOU From Being Ready for Retirement?

Find Out Now

Primary Service Areas:
We proudly serve the West Texas area, including Amarillo, Canyon, Pampa, Clovis, Lubbock, Dumas, Dalhart, Sunray, Panhandle, Hereford, Perryton, Midland, Odessa, and more.