Dallas financial planner

Who We Are

Financial & Wealth Management Firm in Dallas

It’s effortless for a company to make claims about the level of service they provide their clients. It is much more difficult to provide the level of service that clients tell others about. That’s how we have built Perryman Financial Advisory since 1983; almost exclusively through satisfied referrals. At our financial advisory and wealth management firm in Dallas, TX, our clients’ satisfaction is our measure for success. It’s also the primary way we get new business.

Should you choose to work with Perryman Financial Advisory, you will quickly realize that you are a priority; our low client-to-advisor ratio means we are always available and focused on you.  We have a fiduciary relationship with our clients, so that their interest is our only interest. As a client, you will discover that we have a long-term perspective on your investments and our relationship with you. Perryman Financial has had success in over 30 years worth of different financial climates and challenges. We approach every relationship with a goal of eventually earning your grandchildren’s business. This personalized service allows us to optimize your performance through customized portfolios for every client, the flexibility to offer a broad range of investments and solutions and a collaborative team of advisors with complementary specialties. Wealth can come with a lot of burdens that keep you from enjoying life and spending time on your passions.

Perryman Financial simplifies the burden of wealth management with all-inclusive fees and a comprehensive approach to stewardship.  We have been in business since 1983 because we have a very low client turnover rate; in fact we have several multi-generational clients.  Our character and integrity are at the forefront of everything we do.  From the advice we give, to always doing what is advantageous to our clients, to our investment in the community. We build wealth, but we are passionate about building people and communities.  That is why our team is involved in organizations such as Rotary International, the Ronald McDonald House of Dallas, and Bible Study Fellowship. We are a family company, and not only because a handful of Perrymans work here. We consider our clients an extension of our family and take very seriously the responsibility of that relationship.