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Find Your Financial Advisor in Dallas, TX

Your financial future deserves more than guesswork
From comprehensive wealth management to elevated family office services, our Dallas team delivers personalized guidance
built around your life, your goals, and what matters most.
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No obligation. No pressure. Just a conversation about your future.

Our Dallas Offices

Find the Beacon Pointe office closest to you in Dallas, TX.

BMTX Office
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Financial Planning - Dallas, TX (M&A)
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DLTX building
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Testimonials

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.

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 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.

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!

We’ve been clients for several years, and I’m quite pleased with the performance of our investments under their management. Their team is professional and very responsive to our needs.

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.

Important Disclosure: Testimonials were provided by current Beacon Pointe clients who are not being compensated. No material conflicts of interest exist, as the clients did not receive any material incentives or benefits for the testimonial. Testimonials are based on an individual’s experience with the firm and are not representative of any other person’s experience. These testimonials do not guarantee a level of success, nor do they guarantee that all clients will have the same experience. 

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

Our team uses their expertise to design a tailored financial solution for your family and assets.

Wealth Management

Investment Management

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

Investment Management

Estate Planning

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

Estate Planning

Retirement Planning

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

Retirement Planning
Meet Our Team

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.

Ensure Retirement Income

Build a reliable income stream so your retirement lasts as long as you do without compromise.

Maximize Wealth Transfer

Pass on your legacy to the people and causes you love with strategic planning and tax efficiency.

Reduce Tax Burden

Proactive tax strategies woven into every recommendation so you keep more of what you earn.

Create and Preserve Wealth

Pass on your legacy to the people and causes you love with strategic planning and tax efficiency.

Protect Against the Unexpected

Ensure you have the right coverage that protects your family, assets, and business from unforeseen risks.

Gain Peace of Mind

Take a deep breath knowing your financial needs and aspirations are planned for during every stage of your life.
Our advisors across Dallas offer a full spectrum of wealth management services designed to address the real challenges you face.
Schedule a Complimentary Financial Review Today

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.

Wealth Management

Comprehensive Wealth Planning and Investment Management


For individuals and families seeking a trusted partner to build, manage, and protect their wealth with a personalized financial plan.
  • Personalized Financial Planning
  • Retirement Income Strategies
  • Investment Management on an Open Platform
  • Tax, Estate, and Insurance Planning
  • College Funding and Stock Option Strategies
Explore Wealth Management Solutions

Private Office

A Private Family Office Experience for Significant Wealth


For ultra-high-net-worth families and multi-generational wealth requiring a sophisticated, white-glove approach to preserving and growing their legacy.
  • Dedicated Family Office Team
  • Complex Estate and Wealth Transfer Planning
  • Access to Private Equity, Hedge Funds, and Alternative Investments
  • Family Governance and Next-Generation Education
  • Concierge Lifestyle Management Services
Explore Family Office Solutions
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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.

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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.

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Knowledge

Our advisors hold some of the most respected designations in the industry — CFP®, CFA®,
CIMA®, CDFA®, CPA, and many more.

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Experience

Decades of experience working with Dallas executives, physicians, attorneys, business owners, professional athletes, trust beneficiaries, and many other clients.

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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 Managing Directors

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.

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