Find a Financial Advisor in Southlake

Making the Complex Simple.

Our financial advisors in the Dallas area offer full-service financial planning, all revolving around making the complex simple for you and your family.

We are conveniently located near Southlake Town Square right off of 114. We serve the entire Metroplex and West Texas with financial advice.

At the end of the day, we understand Texas because we are Texans. Many of our clients come from the oil and gas industry, as well as other business owners and executives. We are passionate about helping you find “true wealth” by using a wealth designed, life defined mentality.

  • For families, we provide comprehensive financial, investment and estate planning services.
  • For businesses, we design compensation packages for executive teams and assist in benefits.
  • For individuals, we offer our wealth management services and assist in life transitions, such as the death of a loved one, divorce, or retirement.

WE WANT TO PROVE THAT MONEY DOESN’T HAVE TO BE COMPLICATED.

Business Planning

Executive Wealth Management

Retirement Planning

Our Advisors

Jay Cumbie

AIF®
Wealth Advisor

Chris Smith

Wealth Advisor

Resources

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:

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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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HOW FAR ARE You From Being Ready for Retirement?

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Primary Service Areas:
We are proud to serve the entire Metroplex and West Texas, including Dallas, Fort Worth, Arlington, Southlake, Trophy Club, Grapevine, Plano, Irving, Garland, Grand Prairie, McKinney, Frisco, Mesquite, Carrollton, Denton, Richardson, Lewisville, and beyond.