New Doctor Program
Why Work With a CEFEX Certified Advisor?
Evidence-Based Investing – Summary
Pursuing a Better Investment Experience
A Unique Approach to Wealth Management
The Art of Integration
The Two Pockets of Philanthropy
A Firm for the Ages
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12221 Merit Drive, Suite 750
Dallas, TX 75251
Phone: (972) 503-1040
Fax: (972) 503-1120
You don't get just one advisor - you get our whole team!
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