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Dallas Financial Advisors Providing Clear, Personalized Financial Planning

At Stonewater Financial Group, we help people in Dallas build financial plans that fit their lives. Our financial planners and advisors take time to understand your goals, your family, and your business. Every plan we create is built around what matters most to you. We keep things clear, personal, and focused on helping you move forward with confidence.

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Dallas Financial Advisors Providing Clear, Personalized Financial Planning

More than products and tools, you desire a strategic financial plan that addresses your needs today and goals for the future. Our client-centric focus allows us to build deep relationships, develop custom strategies and align your wealth with your vision for tomorrow. Whatever you need to rest easy and feel confident, we’re here to help.

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Dallas Financial Advisors Providing Clear, Personalized Financial Planning

More than products and tools, you desire a strategic financial plan that addresses your needs today and goals for the future. Our client-centric focus allows us to build deep relationships, develop custom strategies and align your wealth with your vision for tomorrow. Whatever you need to rest easy and feel confident, we’re here to help.

Schedule a consultation

Our Financial Planning Approach

Partner

Get to know who we are and what we’re all about.

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Plan

Discover our financial services and offerings.

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Progress

Take a peek at our financial planning process.

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Client Testimonial

"As a physician, time is limited and financials can be complex. Working with Stonewater Financial has been one of the best decisions I’ve made for my financial future. Their team understands the unique challenges doctors face from optimizing taxes to planning for retirement and protecting my family. They took the time to listen, educate, and build a strategy that aligns with both my short-term goals and long-term vision. I feel genuinely cared for, not just as a client, but as a person. I highly recommend Stonewater to any medical professional looking for guidance with a personal touch."

-Dr. S.

Dr. S. is a current client and was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202706-8887059

Client Testimonial

Stonewater's guidance has given me so much peace of mind for when
unexpected circumstances have arisen. They've been wonderful to work
with and I'd easily recommend them to anyone seeking financial guidance!

-Shelby M.

Shelby M. is a current client and was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202704-8540149

Client Testimonial

Stonewater Financial have been an amazing help and wealth of info ever since graduation. 

-Chris A.

Chris A. is a current client and was not compensated for his
testimonial. His testimonial may not be representative of the
experience of other clients and is not indicative of future performance or
success. CRN202705-8731768

Celeste Vazquez

Celeste Vazquez

Financial Services Professional

(972) 348-6348 (voice only)

Cody Sutton

Cody Sutton

Financial Planner

(940) 368-7148 (voice only)

Curtis Klieger

Curtis Klieger, CEPA, AIF®, ChSNC® 

Financial Planner

(469) 766-0878 (voice only)

Evan Mayse

Evan Mayse, AIF® 

Partner/Financial Planner

(972) 679-8242 (voice only)

James Bergsagel

James Bergsagel

Financial Services Professional

(972) 348-6390 (voice only)

Jodie West

Jodie West, CLTC®

Financial Planner

Josh Yoder

Josh Yoder

Financial Planner

(940) 465-8818 (voice only)

Justin Miller

Justin Miller, AAMS® , AIF® 

Financial Planner

(817) 683-5024 (voice only)

Lindsey Hill

Lindsey Hill

Executive Assistant

Omar Khan

Omar Khan

Financial Planner

(469) 207-5100 (voice only)

Stacy Smith

Stacy Smith

Administrative Assistant

How Our Dallas Financial Advisors and Planners Help You Succeed

Our team is passionate about partnering with forward-focused individuals, families and business owners who are excited to achieve their goals. No matter where you are on the path to financial wellness, we look forward to helping you cross that finish line.

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Financial Education Resources

We want out clients to be financially savvy. Browse our library to start your path to financial education.

Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

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The Power of Interest - How Long Will it take My Money to Do

The Power of Interest - How Long Will it take My Money to Do

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How Will the Economy React to AI?

How Will the Economy React to AI?

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Buying a Home

Buying a Home

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When Heirs are Imperfect

When Heirs are Imperfect

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Understanding Equity Compensation

Understanding Equity Compensation

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How Our Dallas Financial Advisors and Planners Help You Succeed

Our team is passionate about partnering with forward-focused individuals, families and business owners who are excited to achieve their goals. No matter where you are on the path to financial wellness, we look forward to helping you cross that finish line.

Contact Us

Schedule a Financial Planning Consultation

Fill out the form and we’ll be in touch to talk about your financial needs.

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