Fiduciary advisors in Southlake, TX

Southlake, Texas

Bering Financial, based in Southlake, Texas, was founded in 1986 by Patrick Smith and focuses on tax-efficient retirement planning for high-income pre-retirees and business owners. The firm provides financial planning, tax reduction strategies, Roth conversion analysis, and legacy planning through a structured approach that includes comprehensive analysis, strategizing, clarification, and ongoing implementation. Services cover retirement income planning, Social Security timing, risk management, and wealth transfer coordination, with particular emphasis on identifying tax risks in retirement accounts and evaluating long-term conversion opportunities.

Southlake, Texas

Carson Wealth is an investment advisory firm in Southlake, Texas. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Advisory services are available in English and Spanish. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 21 Google reviews.

Southlake, Texas

KPC Financial Solutions, based in Southlake, Texas, offers estate planning, financial planning, insurance analysis, and investment management services. The firm develops customized retirement strategies using its proprietary Retirement Blueprint approach, which addresses tax planning and income generation. Co-founder Karin Christ holds a CPA credential and previously worked at Deloitte & Touche in finance and accounting roles; she and co-founder Kevin Christ are authors of a retirement planning guide. The firm conducts educational seminars and webinars on retirement income, tax planning, and wealth management topics.

Southlake, Texas

Kingdom Architects is a strategic advisory firm based in Southlake, Texas that provides business advisory and transaction services to companies across multiple industries including technology, healthcare, manufacturing, and financial services, as well as churches and nonprofit organizations. The firm serves lower-middle and middle-market clients and specializes in mergers and acquisitions, business restructuring, executive counsel, and advisory board services. Their fee model combines monthly retainers with performance-based compensation tied to company value, and they work collaboratively with client leadership teams throughout the advisory process.

Southlake, Texas

Merit Financial Advisors is an investment advisory firm in Southlake, Texas. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Southlake, Texas

Puzzle Wealth Solutions, LLC® is an investment advisory firm in Southlake, Texas. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 23 Google reviews.

Southlake, Texas

Independent RIA

ReDefined Wealth Advisors is an independent, registered investment advisor in Southlake, Texas that provides financial planning, retirement planning, and portfolio management services. The firm operates on a fiduciary basis and charges fees based on assets under management (AUM) or consulting fees, with no stated minimum investment requirement. Services include comprehensive financial assessment, personalized investment strategy design, ongoing portfolio monitoring, tax-efficient investment approaches, and regular performance reporting through a secure client portal.

Southlake, Texas

Soltis Investment Advisors is a fee-only wealth management and retirement planning firm located in Southlake, Texas. The firm works with individuals and companies to develop financial plans aligned with personal values, offering services including retirement planning, cash flow analysis, tax planning coordination, risk management, education funding, stock option analysis, charitable planning, and estate planning consultation. The firm employs a proprietary investment management process that includes personalized investment policy statements, asset allocation recommendations, portfolio implementation, and ongoing monitoring. Soltis also provides tax planning assistance in collaboration with clients' accountants and other financial professionals.

Southlake, Texas

Structured Financial Services is an independent financial advisory firm based in Southlake, Texas that provides financial planning and estate planning services. The firm operates as a fiduciary and emphasizes transparency in fee structures and client relationships, explicitly positioning itself against upfront fees and hidden backend compensation. The firm works with clients across various life stages—from early-career debt management to retirement and legacy planning—using a structured planning process designed to be understandable and actionable.

Southlake, Texas

Victory Financial Group is an independent registered investment adviser (RIA) based in Southlake, Texas that operates as a fiduciary platform serving financial advisors rather than individual clients directly. Founded in May 2023, the firm operates on an advisor-owned structure with open architecture, allowing participating advisors to retain full business ownership, access unrestricted investment and insurance products, and share in platform economics through profit distributions. The platform handles compliance, technology integration, and administrative functions to enable advisors to focus on client service. As of March 2026, Victory Financial Group managed over $1.5 billion in assets under management across 45+ advisors nationally.

Southlake, Texas

Virtus Wealth Management is a fiduciary-based financial advisory firm in Southlake, Texas, serving the Dallas-Fort Worth area. The firm provides estate planning, financial planning, insurance analysis, retirement planning, and tax planning services alongside investment management and wealth management. Operating as an independent advisory practice, Virtus works with clients across various life stages to develop long-term strategies that address comprehensive financial needs, including risk management and asset management.

Southlake, Texas

Wealth Enhancement Group is an investment advisory firm in Southlake, Texas. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.