Financial planner/advisor rec north DFW

BigPete3281

Joined: Apr 21, 2014

Posts: 7,163

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1:42p, 5/8/25

I'm looking to sit down with multiple financial advisors to come up with a sound investment strategy.

Any recommendations would be appreciated.

aggiechick

Joined: Oct 12, 1999

Posts: 2,064

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5:11p, 5/8/25

I use Kevin Thompson at 9 innings capital. He's very responsive and great with advice.
Www.9icapitalgroup.com

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Casey TableTennis

Joined: Aug 28, 2013

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9:24p, 5/8/25

AG

Happy to visit. My firm is in Las Colinas and we are extremely connected in the DFW financial planning community. If we can't help you, can point you to folks that can. Shoot me a pm if interested.

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mefoghorn

Joined: Aug 1, 2012

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2:37p, 5/9/25

AG

I've used Dan Stewart at Revere Asset for years. revereasset.com
Good guy and I really like their approach to investment management. Not your typical advisor.

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