Dallas Wealth Advisors logo featuring 'Dallas' in red and 'Wealth Advisors' in grey, representing expert wealth management services in Dallas, TX.

Our Team

Held to the highest standards

Learn More About Us

The Dallas Wealth Advisors Difference

We understand our client’s aspirations and genuinely partner with them to reach their intended goals. 

Our Approach to Creating a Personalized Plan

Learn More About Our Process

WE SIMPLIFY THE COMPLEXITIES OF FINANCIAL PLANNING BY BREAKING IT INTO 3 SIMPLE STAGES: GOALS, PLAN, PORTFOLIO.

As you get to know us, we’ll work to understand your goals. What are you investing for and how much is enough? With that information, we will create a personalized plan, and design a portfolio with proven historic returns you need over long-term horizons. Goals, Plan, and Portfolio.

We simplify the complex because it’s purely a matter of faith, patience, and discipline.

Image of Patrick Fontana, CFP®, experienced advisor at Dallas Wealth Advisors, guiding affluent clients in financial planning in Dallas, TX.

Patrick Fontana, CFP®

CPFA, Founder, Fontana Financial Planning Wealth Advisor, RJFS
Read Bio
Close-up image of Michael Dunham, CFP®, a trusted advisor at Dallas Wealth Advisors, specializing in financial planning for clients in Dallas, TX.

Michael Dunham, CFP®

Director of Planning, Fontana Financial Planning Wealth Advisor, RJFS
Read Bio
Professional image of Jason Fernandez, Wealth Advisor at Dallas Wealth Advisors, dedicated to guiding clients toward financial success in Dallas, TX.

Jason Fernandez

Founder, Dallas Wealth Advisors, Wealth Advisor, RJFS
Read Bio
Professional photo of Sebastian Langdon, representing Dallas Wealth Advisors' dedication to personalized client service in Dallas, TX.

Sebastian Langdon

Client Relationship Consultant, Dallas Wealth Advisors

Read Bio
Dallas Wealth Advisors logo with 'Dallas' in red and 'Wealth Advisors' in white, symbolizing trusted financial planning in Dallas, TX.

12240 Inwood Road, Suite 450 Dallas, TX 75244 | (214) 400-1001

Facebook Twitter Linkedin

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

© Copyright 2024 Dallas Wealth Advisors – All Rights Reserved

Dallas Wealth Advisors logo featuring 'Dallas' in red and 'Wealth Advisors' in grey, representing expert wealth management services in Dallas, TX.

Get Started with Dallas Wealth Advisors

Preferred Form of Communication