Dallas Financial Advisors® was founded in 2004, originally operating under the name Winship Financial. The firm was built on a belief that true financial guidance requires independence, integrity, and a holistic approach. Over time, our commitment to personalized, client-first service led to our evolution into Dallas Financial Advisors®—a name that reflects both our roots and our long-term vision. Today, we proudly operate through LPL Financial, offering comprehensive wealth management strategies that integrate every facet of our clients’ financial lives.

Our goal is to assist families and individuals in making sound, quality investment choices that will help shape their financial future.

Ethics – Always doing what is right.

Integrity – Always adhering to your needs, goals and risk tolerance.

Objectivity – Never letting emotions interfere with investment decisions.

Competence – Always seeking further education and keeping up with regulation/law changes to help guide financial decisions.

Confidentiality – Always keeping conversations and materials confidential.

Professionalism – Always practicing with the highest professional standards and acting in the client’s best interest.

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