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Financial Advisor in Highland Park, TX

Boutique, fiduciary wealth management for the multi-generational families of Highland Park. Serving Park Cities clients from our flagship office in Plano, a short drive up the Dallas North Tollway.

Highland Park is home to some of the most established wealth in Texas. The families who hire us as their financial advisor in Highland Park, TX are typically multi-generational successful business owners whose families have lived here for decades, executives who reached the top of their fields and chose Highland Park as the place to raise their children, and the retired couples whose grandchildren are now growing up on the same streets they once walked.

The questions that matter to Highland Park families are different from those facing someone earlier in their wealth journey. How do we coordinate an estate across multiple generations? How do we transfer wealth without creating dependency in the next generation? How do we make sure the family business, the family foundation, the family’s investments, and the family’s estate plan all work together?

TRUE SUCCESS IS THE FREEDOM TO LIVE FULLY

Built for Highland Park's Established Families

Peak American Investment Advisors is a fiduciary boutique founded in 1993. We serve Highland Park families from our flagship office in Plano a 15- to 25-minute drive up the Dallas North Tollway with the discretion and personal attention that multi-generational planning actually requires.

Why Highland Park Families Choose Peak American

Highland Park has no shortage of advisors competing for relationships. What sets Peak American apart is the combination most local firms cannot offer: a fiduciary financial advisor in Highland Park, TX, structured as a true boutique, with the kind of personal attention that scales with the complexity of multi-generational wealth.

Fiduciary, Always — SEC-registered investment advisor, legally required to act in your best interest at all times. Not “suitability.” Best interest.
Fee-Only on AUM — Transparent advisory fees tied to the assets we manage. All forms of compensation, including annuity commissions where applicable, are disclosed clearly.
Built for Multi-Generational Wealth — Estate coordination, wealth transfer planning, charitable strategy, and trust integration are core to what we do.
Discretion — The conversations Highland Park families have with their advisors involve significant personal and family dynamics. Discretion is fundamental to how we work.
Concierge Service — Your dedicated advisor backed by our in-house Portfolio Manager, Client Relations Specialist, Director of Client Experience, and partner CPAs and estate planning attorneys.
Three Decades of Experience — Founded in 1993, with a deep understanding of how Park Cities families build and preserve wealth across generations.

Financial Advisor Services for Highland Park Families

Our work with Highland Park families typically spans the most complex areas of integrated wealth management because that is what multi-generational planning actually requires:

Estate Coordination — Working with our partner estate planning attorneys on revocable trusts, irrevocable trusts, dynasty trusts, asset titling, and multi-generational wealth transfer.
Wealth Management — Integrated investment, tax, and estate strategy built around your goals and your family’s future.
Tax Strategy — Year-round coordination with our partner CPA firm on Roth conversions, charitable giving strategy, asset location, and tax-efficient distribution.
Business Owner Planning — Exit planning, succession strategy, and the coordination of personal and business finances during major liquidity events.
Charitable & Philanthropic Strategy — Coordination with our partner attorneys on donor-advised funds, family foundations, and qualified charitable distributions.
Retirement Income Planning — Sustainable income, Social Security timing, Medicare and IRMAA management, and RMD coordination.

peak american

Serving Highland Park From Our Plano Office

Our office at 2400 Dallas Pkwy, Suite 100, in Plano is a 15 to 25-minute drive from anywhere in Highland Park via the Dallas North Tollway. Highland Park residents use the Tollway daily for shopping and dining in Legacy West, so the drive to our office is genuinely straightforward.

We also offer fully virtual meetings for clients who prefer to handle reviews from home. As a financial advisor serving Highland Park, TX, we typically work with clients on a hybrid rhythm, in-person quarterly reviews with virtual check-ins as warranted.

No cost. No pressure. No obligation.

Speak With a Wealth Advisor Nearest You

If you are a Highland Park family considering a more thoughtful, fiduciary financial advisor relationship, we would welcome a private conversation. Your first meeting is complimentary, completely confidential, and carries no obligation.

Financial Advisor in Highland Park , TX

Frequently Asked Questions

Do you have an office in Highland Park?

Our nearest office to Highland Park is our Plano office (2400 Dallas Pkwy), a 15 to 25-minute drive via the Dallas North Tollway. We serve a substantial number of Park Cities families from this location. We also have locations in Southlake and Heath.

Do you specialize in multi-generational wealth and estate planning?

Yes. Many of our most established client relationships are with multi-generational Highland Park families. The work involves complex estate coordination, multi-generational wealth transfer planning, charitable strategy, and discreet, personally engaged service.

What is your minimum to work with you?

We typically work with clients who have $500,000 or more in investable assets. Many of our Highland Park relationships are well above that threshold, where the value of integrated wealth management is most pronounced.

Are you discreet?

Yes. Discretion is fundamental to how we work with Park Cities families. The conversations we have involve significant personal and family information, and our marketing reflects that — we do not publish client names, case studies, or anything that could identify the families we serve.

Can you coordinate with my existing CPA and estate attorney?

Absolutely. We work directly with your existing professionals or coordinate through our partner CPA firm and partner estate planning attorneys when needed, at no extra advisory charge for coordination.

How are you compensated?

We provide integrated wealth management built specifically for pre-retirees and retirees. That includes investment management, retirement income planning, tax strategy, estate coordination, and insurance review, all working together as one cohesive plan. You don’t get a separate advisor for each piece. You get a coordinated team.