Dallas, TX

Meet Our Advisory Team

Our Dallas-based financial advisors offer personalized financial planning, investment management, trust and estate planning, and strategic tax planning services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement or growing generational wealth. Our team also has deep experience serving retirees and pre-retirees in the Dallas-Fort Worth metropolitan area. If you’re searching for a financial advisor in Dallas, TX, our team is ready to support your financial goals.

7557 Rambler Road, Suite 1425
Dallas, TX 75231

(214) 446-2100

Connect with Our Team

What Our Clients Say

Hear directly from the individuals and families we serve about the trust, guidance, and personalized experience they’ve found working with our team.

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!

^{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.}