Our Company | Dallas Financial Advisors

Our Company

ABOUT THE FIRM

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.

MISSION STATEMENT

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

VALUES STATEMENT

We are committed to practicing with the highest degree of:

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.

Dallas Financial Advisors^® and LPL Financial do not provide legal or tax advice or services. Please consult your legal or tax advisor regarding your specific situation.

Recent Posts

Happy Anniversary Bull Market | Weekly Market Commentary | October 13, 2025

Year three of this bull market was a strong one. After a bit of a slow start — the S&P 500 rose 21.4% during the first year of this bull compared with the average first-year gain near 40% — year two was a catch-up year with a 32.2% gain vs. a second-year average of 12.4%. Then in year three, a year that had produced an average gain of only 5.2% historically, the S&P 500 rallied 16.1% (through October 8, 2025, before Friday’s sell-off). As noted in the “After a Strong Third Year, This Bull is Ahead of Schedule” chart, the nearly 89% gain in the S&P 500 since this bull market began on October 12, 2022 (excluding dividends), is well ahead of the average and median three-year advances for all bull markets since 1950.