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Equitable Advisors, LLC-Richard Baughman

Equitable Advisors is a client focused financial services leader providing wealth protection strategies, asset management, financial and estate planning to individuals and busness.

3313 Jameston Dr.
Flower Mound, TX 75028
Map

469-293-6610
Fax: 469-293-6611
Email

  • Financial Planners
  • Insurance & Investments
  • Investments & Securities

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GDS Wealth Management

GDS Wealth Management

https://www.gdswealth.com

SILVER Investor

 

  

The Forbes America’s Top Wealth Advisors 2023 ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Investment performance is not a criterion because audited records rarely exist and clients have varying risk levels. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Research Summary (as of April 2023): 39,007 Advisor nominations were received based on high thresholds. 22,243 Advisors were invited to complete the online survey. SHOOK has conducted over 17,546 telephone interviews with advisors. 3,557 Advisors were interviewed in-person at the Advisors' location and 1,361 interview were web-based. Final list of the top 250 advisors was then compiled based an algorithm that considers both quantitative and qualitative criteria. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither GDS Wealth Management nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. GDS Wealth Management is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/top-wealth-advisors/?sh=4281b4c61c7c more info.

2910 Lakeside Village Boulevard
Flower Mound, TX 75022
Map

469-212-8072
Email

  • Financial Advisor
  • Financial Planners
  • Financial Management
  • Wealth Management

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Guardian Financial Management

www.guardianfinancialmanagement.com

Located in Flower Moun, Texas, Guardian Financial Management is a retirement income investment planner that uses diversified strategies and alternative investments with reduced risk to help our clients identify and understand a variety of retirement solutions. With a focus on both retirement planning and financial planning, we offer our clients secure and predictable incomes throughout their golden years.

600 Parker Square, Suite 220
Flower Mound, TX 75028
Map

972-996-7858
Email

  • Financial Advisor
  • Financial Management
  • Financial Planners

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Morrison Financial

www.morrisonfinancialonline.com

Retirement Planning specialist and instructors.

2570 FM 407 #210
Highland Village, TX 75077
Map

972-966-3110
Fax: 214-889-7300
Email

  • Financial Planners
  • Financial Management
  • Investments & Securities
  • Retirement Planning

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Prime Capital Financial

https://primefinancialnorthtexas.com/

777 International Parkway, Suite 180
Flower Mound, TX 75022
Map

214-765-5092
Email

  • Financial Advisor
  • Financial Planners
  • Wealth Management
  • Financial Management
  • Investments & Securities

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Riverchase Wealth Management, LLC

www.riverchasewealth.com

3419 Cross Timbers Road, Suite 105
Flower Mound, TX 75028
Map

972-471-9013
Fax: 972-375-9663
Email

  • Wealth Management
  • Financial Planners
  • Tax Services

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Visionary Financial, by Shelly Dodge

www.visionaryfinancialgroup.com

3305 Long Prairie Rd #140
Flower Mound, TX 75022
Map

972-539-0002
817-917-4856
Email

  • Financial Advisor
  • Retirement Planning
  • Investments & Securities
  • Financial Planners
  • Financial Management

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