Dallas, TX
Meet Our Advisory Team
8350 North Central Expressway, Suite 925, Dallas, TX, 75206, USA
Our Dallas-based financial advisors offer personalized financial planning and investment management services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth. Our team has deep experience serving professionals in the Dallas Park Cities area, working with business owners and entrepreneurs, real estate professionals, and attorneys, as well as providing exceptional family office services for our ultra-high-net-worth clientele. We are also proud to serve women, specifically those going through major life milestones such as losing a spouse, the birth of a grandchild, or going through a divorce or remarriage. If you’re searching for a financial advisor in Dallas, TX, our team is ready to support you and your financial goals.
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.
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.
Our Dallas Advisory Team
Briana Gonzales
Client Service Associate
Kevin Tehan
Partner, Senior Wealth Advisor
Matthew Thompson
Principal, Wealth Advisor
Connect With Our Team
We are here to be a partner with you on your personal wealth journey. Please contact one of our Dallas teams if we can be of service.