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Financial Advisor Serving Fort Worth, TX

Fiduciary wealth management for the high-net-worth families and business owners of Fort Worth from Westover Hills and Tanglewood to Rivercrest, Mira Vista, and the broader west side. Serving Fort Worth from our Southlake office on Highway 114.

Fort Worth has always done things its own way. The wealth that has been built here was earned by entrepreneurs, ranchers, energy professionals, and the kind of business owners who would rather build something themselves than work for somebody else. The families who hire us as their financial advisor in Fort Worth, TX, share that same instinct: they want a real partner, not a sales relationship dressed up as advice.

Our Fort Worth clients tend to be business owners considering an eventual exit, executives in their peak-earning years navigating concentrated wealth, and pre-retirees focused on ensuring what they have built actually supports the life they want. Many came to us after years of frustration with commission-based advisors, large national firms, or relationships in which their advisor changes every couple of years, or even every month.

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TRUE SUCCESS IS THE FREEDOM TO LIVE FULLY

Built for Fort Worth's Independent Spirit

Peak American Investment Advisors is a fiduciary boutique founded in 1993. We serve Fort Worth families from our Southlake office on Highway 114, minutes from the wealthy enclaves of west Fort Worth and easily accessible from anywhere in the city or the broader mid-cities corridor.

Why Fort Worth Families Choose Peak American

Most advisors who target the Fort Worth market are paid by commission, affiliated with insurance companies, or part of large national firms with high client-per-advisor ratios. Peak American is an alternative fiduciary financial advisor in Fort Worth, backed by a boutique that has been serving North Texas affluent families for more than three decades.

 

  • Fiduciary, Always — SEC-registered investment advisor, legally required to act in your best interest at all times.
  • 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 Business Owners — Many Fort Worth families have meaningful wealth tied to privately-held businesses. We coordinate exit planning, succession, and the integration of personal and business finances.
  • 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 Texas families actually build and preserve wealth across generations.
  • Local Office — Our Southlake office at 910 E State Hwy 114 is a short drive from Fort Worth’s west side and central neighborhoods.

Financial Advisor Services for Fort Worth Families

Our Fort Worth engagements typically span multiple service areas because that is how integrated planning actually works for the families we serve:

 

  • Wealth Management — Integrated investment, tax, and estate strategy built around your specific goals.
  • Business Owner Planning — Exit planning, succession strategy, business owner retirement accounts, and the coordination of personal and business finances during major liquidity events.
  • Tax Strategy — Year-round coordination with our partner CPA firm on Roth conversions, asset location, and tax-efficient distribution.
  • Estate Coordination — Working with our partner estate planning attorneys on wills, trusts, asset titling, and multi-generational wealth transfer.
  • Retirement Income Planning — Sustainable income, Social Security timing, Medicare and IRMAA management, and RMD coordination.
  • Executive Compensation — For Fort Worth executives, coordination of RSUs, deferred comp, and concentrated stock with the rest of the plan.

Serving Fort Worth Neighborhoods From Southlake

Our Southlake office at 910 E State Hwy 114, Suite 160, is a short drive from Fort Worth’s most affluent neighborhoods. As a financial advisor serving Fort Worth, TX, we work with families across the city, including:

  • Westover Hills — Ultra-affluent enclave with multi-generational wealth and complex estate planning needs.
  • Tanglewood — Fort Worth's established affluent corridor, home to senior executives and business owners.
  • Rivercrest — Established west Fort Worth wealth, often with significant real estate and business holdings.
  • Mira Vista — Affluent southwest Fort Worth, home to executives and successful professionals.
  • Crestwood — Affluent families and professionals near downtown Fort Worth.
  • Park Hill — Historic affluent neighborhood near TCU with established Fort Worth families.
Our drive from west Fort Worth neighborhoods to the Southlake office takes 30–40 minutes via 820 and 114, depending on traffic. We also offer fully virtual meetings for clients who prefer to handle reviews from home. Many of our Fort Worth clients land on a hybrid rhythm — in-person quarterly reviews with virtual check-ins between as life and markets warrant.
Every great plan starts with a conversation

Let's Have a Real Conversation

If you are a high-net-worth family or business owner in Fort Worth and you’re ready to work with a fiduciary advisor who treats your wealth with the care it deserves, we would like to meet you.
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Financial Advisor in Fort Worth , TX

Frequently Asked Questions

Do you have an office in Fort Worth?
Our nearest office to Fort Worth is in Southlake at 910 E State Hwy 114, Suite 160. The drive from Westover Hills, Tanglewood, and most of West Fort Worth is 30–40 minutes via 820 and 114. We serve Fort Worth clients from this location.
Yes. Many Fort Worth families have meaningful wealth concentrated in privately-held businesses, and business owner planning is one of our most common engagement scenarios. We coordinate exit planning, succession strategy, business owner retirement accounts, and the integration of personal and business finances.
We typically work with clients who have $500,000 or more in investable assets. Many of our Fort Worth relationships are well above that threshold.
Our wealth management is fee-only on the assets we manage, with a transparent advisory fee. We also offer annuity solutions where appropriate and earn commissions on those products. All forms of compensation are disclosed clearly.
Yes. We work directly with your existing CPA and estate attorney, or coordinate through our partner CPA firm and partner estate planning attorneys when needed.
Most local Fort Worth firms are commission-based, insurance-affiliated, or part of large national networks. We are a boutique, fiduciary, fee-only RIA, and we offer the integrated team experience (advisor, in-house Portfolio Manager, partner CPAs, and estate attorneys) that most local firms simply do not have.
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