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DFW Community Resource Guide


About the Profession

Financial planning is the process of wisely managing one’s finances to achieve certain goals and dreams, while at the same time helping negotiate the financial barriers that inevitably arise in every stage of life. The financial planning profession exists to help people make those financial decisions and achieve their life goals.

CONSUMERS - How a Financial Planner Can Help You

FPA DFW Planners In the Media

If you are a FPA member who has recently be recognized in the media/news please let us know. Send a hyperlink to the article (preferred method), or a PDF of the article via email to Melisa Hall at and we will gladly add it to this section of the website. This is a free benefit to FPA members and a great way to be recognized by the chapter and your fellow FPA members.


















  • Congratulations to FPA member firms, Tolleson Wealth Management and True North Advisors for being named by #Investmentnews as one of the top places to work in 2018. 













  • The following articles are part of a series of stories ahead of the October 5, 2017 financial planning hotline organized by the Dallas Morning News and the Financial Planning Association of Dallas/Fort Worth.  This year we partnered with KXAS-TV (NBC 5) and its sister station, Telemundo 39, and our Spanish-language newspaper, Al Dia.

























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