Find Your Financial Advisor in Dallas, TX
built around your life, your goals, and what matters most.
No obligation. No pressure. Just a conversation about your future.
Serving Dallas for Many Decades
Our services are customized to address the diverse needs of our clients
Our process and attention to detail ensure your wealth plan enables you to make informed, smart choices about your financial future.
Wealth Management
You’ve Worked Hard to Get Here.
Now Let’s Protect What You’ve Built.
Whether you are building assets for the future or seeking to protect, enjoy, and pass on the wealth you’ve created, you deserve a Dallas financial advisor who puts your goals at the center of every decision.
Choose the Solutions That Fit Your Life
Every client’s situation is different. That is why we offer two distinct paths — each backed by the same trusted Dallas wealth advisory team with deep expertise and a nationally recognized investment platform.
Why Dallas Families Trust Us
One Firm. One Team. Built Around You.
We created the allWEALTH® process to serve you, because at Beacon Pointe, we believe wealth is far more than a portfolio — it’s your time, your talents, and the experiences you’ve built throughout life.
Objectivity
We work solely for our clients. As a fiduciary, Beacon Pointe makes recommendations based on your needs — not what investment products can be sold to you.
Knowledge
Our advisors hold some of the most respected designations in the industry — CFP®, CFA®,
CIMA®, CDFA®, CPA, and many more.
Experience
Decades of experience working with Dallas executives, physicians, attorneys, business owners, professional athletes, trust beneficiaries, and many other clients.
Nationally Recognized. Dallas Proud.
We have been named to D Magazine’s “BEST FINANCIAL PLANNERS IN DALLAS” time and time again.
View Our Awards & Accolades
Your Dallas Advisors
Allison Geiger, CFP®
Partner, Managing Director
Michael Beck
Partner, Managing Director
Michael Kane, CFA®
Partner, Managing Director
Rawles Bell, CBDA, CIMA®
Partner, Managing Director
Russell Crow
Partner, Managing Director
Steve Blankenship, CFP®
Partner, Managing Director
Wayne McCullough, CFP®
Partner, Managing Director
William Diehl, CFA®
Partner, Managing Director
Our Dallas Wealth Advisor Offices
Find the Beacon Pointe office closest to you in Dallas, TX.
6600 Snider Plaza, Suite 210, Dallas, TX, 75205, USA
This Beacon Pointe Advisors office located in the Snider Plaza serves private clients, multi-generational families, entrepreneurs and business owners, retirement plans, and foundations.
5960 Berkshire Lane, Suite 1150, Dallas, TX, 75225, USA
This Beacon Pointe Advisors office in the Dallas Park Cities area provides Family Office Services to ultra-high-net-worth clientele.
7557 Rambler Road, Suite 1425, Dallas, TX, 75231, USA
This Beacon Pointe Advisors office located in Northern Dallas serves private clients, multi-generational families, entrepreneurs and business owners, retirement plans, and foundations.
8350 North Central Expressway, Suite 925, Dallas, TX, 75206, USA
This Beacon Pointe Advisors office located in the Park Cities and Lakewood area of Dallas serves private clients, multi-generational families, business owners, retirement plans, and foundations.
5960 Berkshire Lane, Suite 1175, Dallas, TX, 75225, USA
This Beacon Pointe Advisors office in the Dallas Park Cities area provides Family Office Services to ultra-high-net-worth clientele.
Schedule a Confidential Consultation.
We are advisors who recognize that financial journeys are as unique and dynamic as the clients who lead them. Our Dallas advisory team offers a full spectrum of wealth management services designed to address the real challenges you face. Connect with us. We’d love to hear from you.
Recent Local News
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