Business Owner Planning

Built for Business Owners - Helping you plan your personal wealth and your business future—together.

Business owners face unique challenges—and we help solve them. Whether it’s tax planning, succession strategies, or investing beyond the business, we’ll help you build a plan that integrates your professional and personal finances.

Your One-Page Plan brings it all together in one view: taxes, income, retirement planning, and smart ways to use the structure of your business to your advantage.

What We Help With:

Retirement plan design (401(k), SEP, SIMPLE IRAs)
Business income optimization and tax strategy
Compensation structure (S Corp wages, distributions)
Hiring family members (and why that can be smart)
Opportunity zones, QSBS, and advanced tax strategies
Business exit and succession planning
Coordinating with CPAs and legal teams

You’ve spent years building your business. Now let’s build the plan that is designed to help support your future.

Request an Appointment

In 15 minutes, we can get a better understanding of you and your situation, and we can introduce you to our process.

FAQ's

How are you different from other financial advisors?

We are comprehensive planning specialists with a simple goal of helping you to plan for future financial needs.
We limit the number of clients we take on to deliver personalized service with massive value.
Raymond James offers industry leading technology to simplify our client’s lives and make retirement easy.
As an independent advisory firm, we have the ability to invest in the planning solutions that meet our client’s needs.

Why should I consider hiring Dallas Wealth Advisors?

The better question is: Why shouldn’t you hire us?

If you are looking for a financial advisor to trade stocks and “beat the market”, we are not the team for you. Why? Because our philosophy is to focus on what we have the power to control. Predicting when the market will fluctuate or guessing the future of interest rates are not items anyone can control.

If you are looking for a team interested in helping you to lower your tax bill, investing smarter, and helping create a reliable income stream, we are the team for you.

Who do you work with?

We have a high standard of care for every relationship we maintain. Due to the demand for our services, we must limit new relationships for families not related to an existing client to those with $1 million or more in investable assets. That said, we are happy to have an introductory meeting with anyone that would like to connect and if we can’t help you we are happy to recommend someone that can.

Can you work with clients who are out of state?

Yes, many of our clients do not reside in Texas. We work with retirement savers all over the country and many with dual citizenship.

Our team is equipped to meet with our clients and prospective clients virtually through secure video conferencing to protect your privacy.

How does Dallas Wealth Advisors make money?

We are a fee-based financial planning office. Our fees depend on your needs and complexity and are a transparent line item on every statement. We include unique billing options like Roth Alternate Billing and Fee Tilting to make your fees as tax efficient as possible. When appropriate, we do use commission brokerage accounts.*

Who is Raymond James?

Raymond James has always been a different kind of financial services firm – one that embraces long-term planning, values methodical decision-making, and remains focused on what matters most: YOU.

We chose Raymond James as our custodian to manage your money. As an independent advisor of Raymond James, we enjoy something virtually no other firm can offer. Raymond James offers top-of-the-line products and services, including asset management, wealth planning, banking, and lending, and trust services.

Raymond James is a publicly traded, global company with distinct business units that serve a variety of clients. Headquartered in St. Petersburg, Florida, they have grown into one of the largest independent financial services firms in the United States. And, more than 59 years after their founding, they remain true to their core tenets of conservatism, independence, integrity, and client-first service – laying the groundwork for financial strength and stability.

12240 Inwood Road, Suite 450 Dallas, TX 75244 | (214) 400-5400

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Dallas Wealth Advisors and Fontana Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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