Find a Financial Advisor in Addison, TX


 

If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place.

Everything a modern investor needs – all under one roof.



Dallas-Addison Office
97%
client loyalty 25,000+ Clients2
30
years in business $26 Billion AUM4
14th Ranked RIA Barron’s1
Best Financial Advisory Firms USA Today8
Best in Class Ethics NBRI9

Meet Your Addison Financial Advisory Team


 

Since 1991, our team of fiduciary financial advisors in Addison, Texas, has been a trusted partner for individuals and families looking for customized, comprehensive, and complete wealth management services around the greater Dallas area. We pride ourselves on offering a client-focused approach and are committed to taking the time to understand your unique financial goals, concerns, and challenges.

Work in the airline industry? No matter if you’re just starting out or nearing your final flight, our Addison team also specializes in serving pilots and others in the airline community. We have a deep and thorough understanding of airline benefit plans thanks to the many pilots and former airline employees among our ranks.

This office is conveniently located just off the Dallas North Tollway, so stop by and meet our team of Addison financial planners. You’ll experience firsthand what sets Allworth apart from the rest.

Evan McGrath
Evan McGrath Financial Advisor ChFC®, CRPC®, CEPA®
Addison, TX Read bio
James Risalvato
James Risalvato Financial Advisor
Addison, TX Read bio
Joshua Jacobi Garcia
Joshua Jacobi Garcia Financial Advisor CFP®, ADPA®
Addison, TX Read bio
Karl Petersen
Karl Petersen Director of Business Development
Addison, TX Read bio
Mark Rubey
Mark Rubey Financial Advisor CFP®
Addison, TX Read bio
Paul Ochel
Paul Ochel Financial Advisor CFP®
Addison, TX Read bio
Robert Gecker
Robert Gecker Financial Advisor CRPC®
Addison, TX Read bio
Rutledge Gordon
Rutledge Gordon VP of Advisors, Financial Advisor CRPC®
Addison, TX Read bio
Addison

 

15725 Dallas Parkway
Suite 600
Addison, TX 75001

Hours:
8am - 5pm, M-F

(469) 676-4487

 

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