Plano, TX

Meet Our Advisory Team

5810 Tennyson Parkway, Suite 525, Plano, TX, 75024, USA

Our Plano-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-Fort Worth area, working with business owners and entrepreneurs, as well as retirees and pre-retirees. 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 Plano, TX, our team is ready to support you and your financial goals.

(844) 366-2525

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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.

Their expertise, integrity and client first mindset makes them an investment advisory, financial planning and management team I can wholeheartedly recommend.

My Beacon Pointe Advisor is a team member with my husband and me. Together, we discuss and execute the best options for our portfolio. I appreciate the flexibility we have when collaborating with Nick and the investment advice we receive.

Everyone on staff is very helpful and knowledgeable.

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.