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Denton, Texas Area

We proudly serve clients throughout Denton and surrounding North Texas communities, including Corinth, Lake Dallas, Argyle, Krum, Sanger, Aubrey, and nearby areas.

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Denton office

1421 N. Elm Street, Suite 100
Denton, TX 76201
Phone: 940-898-6229

Comprehensive support for your full
financial picture

We offer coordinated services designed to help clients in and around Denton, Texas connect retirement, tax, investment, estate, business, and workplace planning decisions through one relationship, with local guidance supported by our broader planning network.

Wealth Management

Wealth Management

Tax Services

Tax Services

Retirement Planning

Retirement Planning

Estate Planning

Estate Planning

Investment Management

Investment Management

Business Services

Business Services

Denton

Financial advisors serving the Denton area

Whether you’re in Denton or one of the surrounding communities across Denton County and North Texas, our financial team provides coordinated guidance designed to help you manage and grow your wealth with purpose. We take time to understand your priorities, organize the pieces of your plan, and develop strategies that support both current needs and longer-term goals. Meet with us at our Denton office, virtually via Zoom, or through another convenient arrangement.

Kelsey Evancho Barbero
Kelsey Evancho Barbero

Wealth Advisor
Moises Ospina, CIMA®
Moises Ospina, CIMA®

Senior Wealth Advisor
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