Broker Check

Our Partners

While you may not encounter these partners in your regular interactions with the firm, we carefully choose and maintain relationships with the right partners - and that makes a world of difference to our clients.

Triad Hybrid Solutions is a Registered Investment Advisor firm providing compliance management, operational support, and technology tools to advisors across the country. Headquartered in Norcross, Georgia, the RIA was born out of affiliate broker/dealer Triad Advisors, which was founded in 1998.

Fidelity Investments is a multinational financial services corporation based in Boston, Massachusetts. Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, wealth management, securities execution and clearance, and life insurance.

Catering to financial advisors who want to take IRA planning for their clients to the next level, Ed Slott’s Elite IRA Advisor Groupâ„  was created in 2005 as an exclusive membership group dedicated to leadership in the IRA industry. Members receive continuous training through 2 live workshops per year, webcasts, email alerts and support from IRA Technical Experts.

The organization continues to bring IRA education to the masses through national Public Television specials aimed at teaching consumers how to ask the right questions, find quality financial advisors and get the most out of their retirement savings. The Public Television specials, including the Ed Slott’s Retirement Road Map, have been viewed by millions of Americans and have raised millions of dollars in donations for Public Television.

They do not sell or endorse any financial products. They are an educational company striving daily to help financial institutions, financial advisors and insurance companies become recognized leaders in the IRA marketplace and promote the importance of knowledge and expertise in this complicated area of retirement planning.

FPA of Dallas/Fort Worth is part of The Financial Planning Association® (FPA®). FPA connects those who need, support and deliver professional financial planning. FPA believes that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate and support a professional commitment to education and a client-centered financial planning process. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA is the community that fosters the value of financial planning, and advances the practice and profession of financial planning

The Financial Planning Association® (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. Based in Denver, Colo., FPA works in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. For more information about FPA.

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