Find a Financial Advisor in Amarillo

Amarillo, TX

5101 Lexington Square Amarillo, TX 79119
Phone: (806) 372-4285
Fax: (806) 372-4119
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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 services include 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

Justin Ehle

CFP®, CLU®
Wealth Advisor
Meet Our Whole Team

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.
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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.
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10 Questions to Determine if Your Advisor Meets Standards

You may be in isolation, but that doesn’t mean you’re alone. Your team of professionals – from your advisor, to your insurance providers, to your bank – should be going to work for you in these unprecedented times. But how do you know if you’re receiving the value you should from your financial advisor? We put together 10 questions to help you determine how much value you’re receiving from your advisor.

Download Guide

HOW FAR ARE YOU From Being Ready for Retirement?

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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.