BP
Beacon Pointe Advisors
Your trusted partner for comprehensive financial planning and wealth management in Dallas.
5(5 reviews)
Business
$$$
Your trusted partner for comprehensive financial planning and wealth management in Dallas.
Beacon Pointe Advisors is a premier financial consulting firm in Dallas, TX, dedicated to helping individuals and families achieve their financial goals. Our experienced advisors, including Chad and Allison, provide personalized guidance on retirement planning, investment strategies, estate planning, and life transitions. With a 5-star rating and client-focused approach, we build long-term relationships to ensure your financial future is secure and prosperous.
No photos available
Comprehensive strategies for retirement, including Social Security, Medicare, and portfolio allocation.
Personalized investment advice and portfolio growth strategies tailored to your goals.
Expert referrals and planning for estate management and legal considerations.
Customized financial plans for life events like buying a home or family growth.
Holistic management of assets from $500,000 to $30+ million for long-term success.
I continue to consult with Chad Smith and this firm. Their advice is excellent and their level of professionalism goes above and beyond my expectations. Their strategies have helped me better plan my finances and I will unquestionably continue recommending and visiting them for financial planning needs.
Allison has worked with our family through several life changes over the past 12 (at least) years and has remained loyal, kind, and extremely capable of growing our portfolio and helping us make a plan for the future. She truly cares about her clients and becomes an important ally for life. I cannot commend her enough!
My wife and I had an incredible session with Chad. He took the time to help us lay out a roadmap for our future and gave us guidance on upcoming decisions to ensure they were smart and forward-thinking. We feel confident moving forward as we grow our family, buy a home and plan for retirement down the road. We wholeheartedly recommend working with Chad and the Heritage Financial Team as they truly care about you and are invested in helping you succeed in your financial future.
I had a great working session with Chad Smith today! Although he is personable and down-to-earth, don't be fooled: Chad is also very knowledgeable, and able to explain things to me in a way I could understand. He answered all my questions, brought a perspective to what I was trying to accomplish, and made some excellent recommendations from someone who was obviously an expert. This is exactly what I was seeking, and I look forward to future engagement with him and the Heritage Financial team!
Had a surprise early retirement package offered to me and a short window of opportunity to know if I could pull the trigger on my retirement or not. Chad and his team were able to provide me and my spouse the advise and guidance with "what if" cases dealing with variables of when to take Medicare, Social Security, portfolio assist allocation, insurance as well as referrals to expert legal and estate planning team. Even more importantly he helped reassure my spouse in easy to understand charts and graphs without coming across as mansplain to her. So whether you have just $500,000 or $30 million you'll be wise to invest your time with Chad to establish and execute a well thought out financial plan. Your retirement and your spouse will love you for it.
Claim Beacon Pointe Advisors to update business info, respond to reviews, and access analytics.
