Financial Advisors in Dallas, TX

Helping you elevate your financial potential

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13727 Noel Road

Tower 2, Suite 1075

Dallas, TX 75240

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THE Dallas, tx TEAM

  • Aaron Cherry

    Director, Financial Planning

    Dallas

    Aaron Cherry

  • Lori Bensing

    Director, Financial Planning

    Dallas

    Lori Bensing

  • Sasha Shteyn

    Director, Financial Planning

    Dallas, El Segundo, Pasadena

    Sasha Shteyn

  • Chase Gorman

    Director, Financial Planning

    Dallas

    Chase Gorman

 

 

 

 

Meet some of our clients

 

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.

Frequently Asked Questions

No matter where your financial journey starts with us – from your first paycheck into and through retirement – we bring to bear an expert team, patent-awarded investment technology and a full array of services designed to help you transition from one milestone to the next. And our firm is award-winning, but awards are simply the result of our passion for helping our clients, including those in the {planner.location default=”your area”}. We’re dedicated to applying that passion with personal and objective wealth planning and investment management services and as a fiduciary when it comes to investment advice, we put our clients and their best interests first, always. When you put your trust in us, you’ve chosen the firm named by Barron’s* – awarded each September (2018-2024) by Barron’s, based on data within a 12-month period – as the nation’s top independent Registered Investment Advisor for the seventh consecutive year.

 

*The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its entire advisory business with Financial Engines Advisors L.L.C. (FEA) in Nov. 2018 and where FEA received a precombination ranking of 12th.  

Becoming an Edelman Financial Engines client is a straightforward process. The first step is to schedule an initial consultation with a financial advisor in your area – we can connect you with one in or near {planner.location default=”you”}. After this meeting, if you and your advisor mutually agree that it makes sense for you to become an EFE client, the advisor will start the process with you. This involves scheduling a second meeting to review your financial goals and how to plan for them and authorizing Edelman Financial Engines to manage your portfolio. Your advisor will be with you every step of the way as you embark on your new journey. Connect with a planner to get started.

 


Your wealth planning team is led by your local advisor in {planner.location default=”your area”}, who will get to know you – your specific goals, your concerns and what you want to accomplish. Together, you’ll clarify what wealth means to you and explore how much further you’d like your wealth to take you. Your advisor has access to a team of experts in everything from investments and tax planning strategies to estate planning and insurance guidance who can build a personalized plan that takes into account your entire financial life and helps you reach your goals.

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