Find Your Financial Advisor in Dallas, TX

We’ve been working with Chad Smith and his team for 5 years. He designed a custom financial and retirement plan based on our goals. They’re always available and respond quickly. Thank you!

The Beacon Pointe team are transparent, responsive, and just a fantastic group of individuals to work with.

Wayne and team are the best! Detail oriented and attentive to the clients needs. Have done business with them for many years! Highly recommend.

I have worked with Wayne McCollough, Rawles Bell and their team for years on both personal investments and advising my small businesses’ 401(k). The team is smart, creative, über responsive, and they really understand what excellent professional service means.

The Beacon Pointe Advisors team that I have been working with for several years is FANTASTIC! Their deep knowledge in the volatility of the market has given me comfort knowing they are making careful short, medium and long term investment choices that will benefit me greatly. The quarterly reports/calls have been extremely helpful, easy to read and concise. I appreciate their consistent communication and thorough attention to my portfolio. Thank you, Wayne, Rawles and Jared!

I’m lucky to be working with the crew at Beacon Pointe advisors since 2016, in particular Wayne McCullough and Rawles Bell. Together they have exemplified professionalism, guided my portfolio wonderfully, and are trusted advisors for our financial wellbeing. If you are considering engaging a financial advisor, looking to make a change or need a second opinion, do not hesitate to call on Beacon Pointe.

I am incredibly fortunate to have Wayne and his team, both as a trusted friend and an exceptional financial advisor. As a friend, Wayne has always been a source of unwavering support, kindness, and wisdom. Their ability to listen, empathize, and offer thoughtful advice makes this the team I can always count on.

Top-tier customer service, counsel, and overall performance. Glad to have the Beacon Pointe team in my corner and look forward to a long-lasting relationship. Highly recommend for anyone looking for peace of mind, wherever you may be on your financial journey.

The Beacon Pointe team does an incredible job of tailoring solutions to your needs and goals. They’ve also introduced us to helpful tools and exciting investment opportunities through their platform. Best of all, they provide excellent customer service and are always available to answer any questions.

Highly recommend this team! I was confident they would take care of me and my family on day one and they have only made that confidence grow. I cannot speak highly enough of Rawles and I am grateful for his care and advice.

Working with Rawles and Wayne at Beacon Pointe has been an unbelievable experience. We are very thankful for the trust we have with them to steward our assets and even weigh-in to formulate our values.

I have been a client for many years and have been thoroughly pleased with the quality service I have received. Wayne, Rawles, Jared and Clare all take great care of me. I highly recommend this team to anyone looking to invest!