Dallas financial planner

CFP Difference

The Difference a Certified Financial Planner Makes

Wouldn’t it be great if you had someone you trusted to take care of your finances for you? You’d certainly have one less thing to worry about. You’d have time to enjoy the more important aspects of your life – time to play with your kids, travel, and do the things you just plain enjoy – golf, gardening, you name it. You’d be secure knowing that someone with your best interests at heart is watching over this crucial area of your life.

We’re Here To Serve You

We are Certified Financial Planners in Dallas, TX who are available when you need us – there’s always someone on hand to answer your questions. We can be your sounding board when you’re considering career or other life-altering decisions that may significantly impact your ability to meet the goals you’ve set. We listen, consider your overall objectives, and counsel you regarding the best course to choose in order to continue on your path to financial security and independence.

Your Success Is Our Success

We manage portfolios on a fee-for-service basis – we are not a transaction-based practice. We believe this puts us on the same side of the table as you.

It’s All About You

At Perryman Financial Advisory, we believe productive financial planning revolves around a process, not a particular product. We find answers by asking the right questions. We put a great deal of stock in understanding each client’s personality and goals. And we’re intent on building life-long relationships by earning your trust and confidence.

Why Should You Choose Perryman?

The role of a Certified Financial Planner is to identify and implement the most effective ways to build, manage, grow, and preserve your wealth. Our clients enjoy the benefits of the combined expertise of credentialed, experienced professionals. This blend of knowledge offers our clients the ability to maximize growth potential and minimize tax implications.

Let’s Get Started

Give us a call, (972)770-4800, or email us and we’ll get the ball rolling. Working together we can take the first step towards your financial security and the future you’ve been dreaming of for you and your family.