Financial Planners
in Fort Worth, Texas

Based in the Dallas–Fort Worth area, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.

1408 Montgomery Street, Fort Worth, TX 76107

(817) 336-2000

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Connect with One of Our Trusted Financial Planners in Fort Worth, TX

We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.

1408 Montgomery Street, Fort Worth, TX 76107

(817) 336-2000

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The preceding testimonials are provided by clients of Beacon Pointe Advisors, LLC. Clients are not being compensated for sharing their opinions and experience with the firm. Testimonials are based on an individual’s experience with the firm and do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

Financial Advisory Services Tailored to Your Needs

Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.

Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.

Financial Planning

Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.

Retirement Planning

Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.

Estate Planning

Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.

Strategic Tax Planning

Investment Management
We offer customized investment solutions with diverse strategies on an open platform.

Investment Management

Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.

Healthcare Planning

Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.

Asset Protection

Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.

Family Office Services

Meet Our Fort Worth Financial Planners & Advisors

Managing Directors

  • Alisha Rosenthal, CFP®, CRC®

    Partner, Managing Director

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  • Burk Rosenthal, CFP®, CFS, ChFC®, CRC®

    Partner, Managing Director

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Alisha Rosenthal

Alisha Rosenthal, CFP®, CRC®

Partner, Managing Director

Alisha is a partner and managing director of Beacon Pointe’s Fort Worth office.  Prior to joining Beacon Pointe Advisors, Alisha was a senior financial advisor with Rosenthal Retirement Planning for over 12 years.  Prior to joining the Rosenthal team in 2006, Alisha held positions in the staffing industry as well as the financial services industry. Alisha has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Retirement Counselor certification, and she received her degree in English from the University of Texas at Austin. She has served as a volunteer with the Junior League of Fort Worth, an organization of women committed to promoting voluntarism, developing the potential of women, and improving communities through the effective action and leadership of trained volunteers.  Additionally, through her passion to help and support women, Alisha is an active member of the Beacon Pointe Women’s Advisory Institute.  Alisha, a lifelong Texas native, was born and raised in Houston and relocated to Fort Worth in 2006. In addition to advising clients, Alisha enjoys spending time with her husband, Burk, their two rescue dogs, Stanley and Cleo, as well as traveling, exercising, playing the piano, and has most recently taken up golf.

Burk Rosenthal, CFP®, CFS, ChFC®, CRC®

Partner, Managing Director

Burk is a partner and managing director of Beacon Pointe’s Fort Worth office.  He has been advising clients for over 30 years on strategies designed to help preserve and manage wealth. After two years with a large financial services firm, Burk established his own firm in 1992, where he was founder and president of Rosenthal Retirement Planning & Rosenthal Advisory Services for many years prior to merging with Beacon Pointe Advisors.  Burk is a member of the Financial Planning Association and the American Bar Association. He has earned the following certifications: CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant, Certified Retirement Counselor, and Certified Fund Specialist.  Burk is especially adept at helping with the special challenges people face during times of transition, such as retirement, divorce, death of a spouse, or the sale of a business. Burk was named to D Magazine’s Best Financial Planners of 2022 in the greater Fort Worth – Dallas community and has appeared on CNBC, CBS News, ABC News, and served as a retirement specialist on TXA-21 Evening News. He has also hosted the radio show and podcast Your Money. Burk lives in Fort Worth and enjoys spending time with his wife, Alisha, and twin daughters, Regan and Natalie. He also enjoys traveling, red wine, muscle cars, old-time radio shows from the 1940s and 50s, maintaining a healthy lifestyle, and has most recently taken up golf.

Wealth Advisors

Alicia Langdon, M.S., CFP®

Wealth Advisor

As a wealth advisor for Beacon Pointe, Alicia is responsible for assisting clients and helping to align their life and wealth with what matters most. In addition to providing comprehensive financial solutions to her clients, she brings experience in tax planning, qualified retirement plan development, and charitable giving strategies. Prior to Beacon Pointe, Alicia worked with high-net-worth clients and business owners at a Texas-based Registered Investment Advisory. Alicia is a CERTIFIED FINANCIAL PLANNER® (CFP®) and graduated from Texas Tech University with a bachelor’s degree in University Studies focusing on Personal Financial Planning, a master’s degree in Personal Financial Planning, and a Graduate Certificate in Charitable Financial Planning. Alicia lives south of Fort Worth, TX with her husband, Jonathan, two children, Wade and Millie, and two dogs, Presley and Pepper. She enjoys spending time outside with her family, camping, and road-tripping.

Amy Lynn Hammock

Amy Lynn Hammock, CFP®

Wealth Advisor

Amy Lynn is a wealth advisor in Beacon Pointe’s Fort Worth, Texas office. Incorporating a holistic wealth management approach, she assists clients in identifying financial goals and establishing an appropriate investment strategy while taking into consideration income tax impact and risk management needs. Prior to joining Beacon Pointe, Amy Lynn was a financial advisor at Rosenthal Retirement Planning. She graduated with a degree in Economics from the University of Texas and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. She currently resides in Houma, Louisiana and in her spare time enjoys spending time with her family, boating and fishing.

Cory Bruntz, CFP®

Wealth Advisor

Cory is a wealth advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Cory was a financial advisor for Rosenthal Retirement Planning. Cory graduated from the University of Tennessee with a bachelor’s in Finance, collateral in Economics, and is a CERTIFIED FINANCIAL PLANNER® (CFP®). Outside of the office, Cory enjoys reading, fitness, and Tennessee football – go Vols!

Montana Murphy

Associate Wealth Advisor

Montana is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Montana played football at the University of Alabama, which then led to a coaching position with the Crimson Tide which he held for five years. He earned his bachelor’s degree in Finance with a specialization in Personal Wealth Management from the University of Alabama. Montana resides in Dallas/Fort Worth. Outside of the office, he enjoys spending time with family and friends, staying active, and golfing.

Client Service & Operations

Debbie Hadley

Senior Associate, Office Management

Debbie is a Senior Office Management Associate and is responsible for a variety of tasks that ensure the smooth operation of the Fort Worth office. Her responsibilities include client service, database organization, and general office management duties. Debbie has worked in administrative support for nearly twenty years, working for companies like Nissan and Nestle before eventually supporting the team at Rosenthal Retirement Planning as an administrative specialist. Outside of the office, Debbie enjoys traveling to new destinations and spending time with her two daughters and two grandchildren.

 

Emily Hadley

Senior Client Service Associate

Emily is a member of the Beacon Pointe Client Service Department and is primarily responsible for day-to-day operations and assisting with client operational needs in the Beacon Pointe Fort Worth office. Emily began her career working for Honda Automotive working in their leasing department before transitioning to the financial services industry working for Fidelity Investments and eventually Rosenthal Retirement Planning. Emily graduated from the University of North Texas with a degree in Business. Outside of the office, she enjoys traveling and rooting for the Dallas Mavericks.

 

Gayle Cowdin-Watson

Senior Client Service Associate

Gayle is a member of the Beacon Pointe Client Service Department and is primarily responsible for day-to-day operations and assisting with client operational needs in the Beacon Pointe Fort Worth office.. After a thirty-year career in educational administration, Gayle transitioned to financial services, working for Rosenthal Retirement Planning before joining Beacon Pointe Advisors. Gayle graduated from Texas Christian University with a bachelor’s and master’s degree in Education. Gayle is married with two grown children, and in her spare time enjoys antiquing, movies and traveling.

 

Connect with one of our trusted Financial Advisors in the Dallas–Fort Worth area. We are here to be a partner with you on your personal wealth journey.  Please contact our Fort Worth, TX team if we can be of service.

Fort Worth Team Photo

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