From Prosper and Celina to Frisco, McKinney, Fields, and beyond — we connect North Texas families with trusted financial advisors who know this land, this growth, and this community.
Free consultation — no pressure, no obligation.
Your information is 100% confidential. We never sell or share your data.
Comprehensive, independent guidance across every dimension of your financial life — built specifically for NTX families and professionals.
Build a clear, confident path to financial independence — Social Security timing, income sequencing, and healthcare planning.
Learn more →Evidence-based portfolios built around your goals — diversified, cost-conscious, and managed for long-term tax efficiency.
Learn more →Your full financial picture — investments, taxes, insurance, and estate planning working as one coordinated strategy.
Learn more →Year-round strategy — Roth conversions, loss harvesting, charitable giving, and equity compensation — not just April prep.
Learn more →Protect what you've built. Wills, trusts, beneficiaries, and legacy plans coordinated to transfer wealth on your terms.
Learn more →Moving to NTX? We handle the full financial transition — state tax strategy, equity rollover, 401(k)s, and your new plan.
Learn more →A curated network of trusted advisors serving NTX communities — vetted for local expertise, professional credentials, and commitment to the families they serve.
Specializing in small business planning, estate strategies, and complex life insurance solutions — Derek helps NTX entrepreneurs and families build lasting protection around what they've worked hardest to build.
A Million Dollar Round Table qualifier and financial services veteran since 2009, Bradley brings the energy of a fellow small business owner to every client relationship — focused on growth, protection, and real financial momentum for NTX families.
On a mission to educate the next generation — Dylon helps recent graduates and young NTX families build strong financial foundations through early retirement planning, smart protection, and long-term wealth habits.
Are you a financial advisor serving North Texas? We're growing the NTX network.
Join the Network →Established financial services firms serving North Texas families — community-rooted and committed to long-term client success.
A premier local financial services agency built on community — Freedom Financial helps NTX families and small businesses plan for a greater future. Freedom to live. Power to grow.
freedomfinancialtx.com → Small Business Planning · Retirement Planning · Lifetime ProtectionWith 125 years of experience, Spectrum Financial Group is one of the Dallas area's most established full-service planning and wealth management firms — built on expertise, trust, and lasting client relationships.
Wealth Management · Estate Planning · Business PlanningTell us a little about your situation and we'll personally connect you with the right NTX advisor within one business day — no pressure, no obligation.
From the rapidly growing communities of northern Collin County to the established lakeside suburbs of Denton County — we serve it all.
A no-pressure conversation about where you are and where you want to go. No commitment required.
A personalized plan built around your goals, family, and NTX lifestyle — not a one-size template.
Regular reviews, proactive guidance, and a plan that evolves as your life does.
Less financial stress. More clarity. A concrete roadmap toward the retirement and legacy you're building.
Bought a home in Prosper, Celina, or McKinney? Here's the complete financial checklist every new NTX homeowner needs — property taxes, insurance, retirement savings, and more.
Read Article →A move to North Texas triggers major financial decisions. State tax strategy, equity rollover, 401(k) decisions — don't leave money on the table during the transition.
Read Article →The shift is real and accelerating. NTX families are leaving bank advisors for independent planners — here's why it matters and what to look for.
Read Article →