Financial Planner

Financial Planners in North Texas

At Lake Point Advisory Group, we help Texas families and individuals achieve financial security and control over their future. Our client-driven methods provide effective guidance to help our clients achieve their financial goals and dreams.

From our offices in North Texas, Lake Point's financial planners work together with every one of our clients. We offer various financial services and plans customized to meet your specific individual needs. It's never too early or too late to learn how to become financially secure. Request a free consultation to start planning for your future today.


Lake Point Advisory Group is a team of financial professionals providing planning and advisory services; we offer client-based guidance — exceptional service standards, customer care and considerations that larger firms do not offer. Our combined experience, in addition to our tailored approach, make Lake Point Advisory Group the right choice for people in need of their own personal team of financial planners.

Our Goals

Most of our clients come to us because they want a more secure future. Our mission is to make sure your goals are met. Over the years, we have found that the best way to achieve this is through comprehensive wealth management services. Our position is that people deserve equitable advice based on recent market studies and trends. This advice should be supplied by dedicated planners who understand the long-term effects of their advice.


Take the next step toward a confident financial future

For more information about any of the products and services listed here, schedule an appointment today, or attend a live seminar.

Or give us a call at 214.771.3363