Financial Advisors in Dallas, TX

Helping you elevate your financial potential

13727 Noel Road

Tower 2, Suite 1075

Dallas, TX 75240

Driving Directions

THE Dallas, tx TEAM

  • Aaron Cherry

    Director, Financial Planning

    Dallas

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    Aaron Cherry
  • Anthony Laramee

    Senior Financial Planner

    Dallas

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    Anthony Laramee
  • Chase Gorman

    Director, Financial Planning

    Dallas

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    Chase Gorman
  • Chris Mattox

    Senior Financial Planner

    Dallas

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    Chris Mattox
  • Eric Kalmikoff

    Senior Financial Planner

    Dallas

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    Eric Kalmikoff
  • Lori Bensing

    Director, Financial Planning

    Dallas

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    Lori Bensing
  • Matt Almaguer

    Senior Financial Planner

    Dallas

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    Matt Almaguer
  • Matt Ulrick

    Director, Financial Planning

    Austin, Dallas, San Antonio

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    Matt Ulrick
  • Sasha Shteyn

    Director, Financial Planning

    Dallas, El Segundo, Pasadena

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    Sasha Shteyn

 

 

 

 

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In their own words, clients explain how we've changed their lives.

Working with us in Dallas, TX

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Dallas is here for you, serving the Dallas, Fort Worth and Arlington areas. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

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