Fluent Financial is a Dallas-based wealth management firm that provides objective investment advice, comprehensive tax strategies and financial planning services. You’ve worked hard to become successful. We understand the importance of protecting and building on your success, and we are constantly working to exceed industry standards by putting the interests of our clients first.
Your goal-based financial plan is crafted to combine tax-saving strategies with income generating investments. Our comprehensive approach can help our clients take better control of their financial destiny. We’ve created these methodologies based on our understanding of the unique issues and challenges you face as an investor.
Director of Operations
Senior Portfolio Manager
Assistant Portfolio Manager
Office Coordinator
Director of First Impressions/ Office Assistant
Client Relationship Manager
Our process helps you retire confidently—sooner than you thought possible.
Initial Review – A complimentary portfolio assessment to evaluate your investments, risk exposure, and retirement timeline.
We identify tax-saving opportunities and fine-tune your strategy to maximize cash flow while maintaining financial security.
We implement our proven investment models, helping you retire sooner while keeping your financial future secure.
You’ve built your wealth—let’s ensure it works for you. Whether you’re planning for retirement, optimizing investments, or securing your family’s future, our team is here to help.
Securities offered by Registered Representatives through Private Client Services (PCS), Member FINRA/SIPC. Fluent Financial, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Fluent Financial, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Fluent Financial, LLC unless a client service agreement is in place. Investment advice is offered through Fluent Financial, LLC, a registered investment advisor and an unaffiliated entity from Private Client Services (PCS) . The Private Client Services (PCS) representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, IA, IL, LA, MA, MD, MI, NC, NM, OK, OR, PA, TN, TX, VA, WA. Privacy Policy / Terms of Use.
