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Brad Weddle, CFP®, CRPC®, AAMS® offers comprehensive financial planning with a focus on retirement planning, investment management and college planning in Dallas, Mesquite, Sunnyvale, and other surrounding areas of Texas.  Brad helps to manage your money so that you can spend more time with your family and friends enjoying your leisure time. 

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Preserve and Grow

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We create strategies tailored to your goals.


Trust, integrity and mutual respect.  These are the principles that we focus on to help serve you - our valued clients. We enjoy building trusted relationships that span generations.


Without partiality, we put your needs first.

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We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.


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