Our Team

Held to the highest standards

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

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.

Patrick Fontana, CFP®

CPFA, Founder, Fontana Financial Planning Wealth Advisor, RJFS

Michael Dunham, CFP®

Director of Planning, Fontana Financial Planning Wealth Advisor, RJFS

Jason Fernandez

Founder, Dallas Wealth Advisors, Wealth Advisor, RJFS

Sebastian Langdon

Client Relationship Consultant, Dallas Wealth Advisors

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

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 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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