Awards and Accolades
Real People.
Backed By Experience.
Independent & Objective Advice built by Industry Insiders
Welcome to BFS Advisory Group, a Dallas-based wealth management firm where we help our clients to use their money to live the lives they truly want.
Too often, the financial services industry leads with product sales, leaving many people confused about what they really need. Instead of saying “it shouldn’t be that way,” we’re changing the game. We build your plan focused on you, your goals, your values, and your purpose.
Our Certified Financial Planners and credentialed team will get to know what you really want to achieve with your money – from financial independence to making a difference in the world. We design a plan with built-in accountability that’s laser-focused on what you want to accomplish. And our flat-rate financial planning process allows us to charge you based on your comprehensive needs.
The Services You Need.
The Focus You Deserve.
From planning and investing to business strategy, we tailor our approach to your whole financial picture.
With your life’s goals at the center, we build a framework for thoughtful decision-making to improve your potential for success.
As your go-to team of advisors, we bring small business insights and financial planning expertise together to protect your most important asset: your business.
We create investment strategies tailored to your goals, risk tolerance, and timeline with portfolios built and managed in house.
As stewards of your financial plan, we help you preserve your assets for future generations, and partner with your attorney to facilitate a seamless transfer.
Our extensive network of financial professional partners at your disposal includes estate planning, tax planning, philanthropic and banking experts.
Our team actively collaborates with your tax professional to identify tax liabilities or advantages that may influence our portfolio recommendations.