Financial Planners in Fort Worth

“Very good experience with RPOA. Employees are helpful and informative for information and sound investments. My questions have always been answered promptly and clearly. Hunter has always been a great help and available anytime I contact him with questions that I may have. Glad to be working with Hunter and RPOA.“

“Always such a positive experience over these past 5+ years!! Her attention to detail and educating her clients keeps me coming back. A forever client for sure. Don’t hesitate to set up an appointment with her.“

“It’s been wonderful working with ‘Stamp’ ! Thanks to his patience and openness- At all times I felt informed and in control of my decisions and cared for by the team. I feel more confident of my financial decision than ever before.“

“Can't recommend this company enough, specifically Robert DeLozier and Aaron Samuels, for anyone looking for their first financial advisor or to move their current portfolio to a new home. They're knowledgeable, easy to talk to, and have a great tool in their client portal that visually maps out where your money is, how it's performing, and the progress made towards your goals all on one page.“

“My financial advisor for over 20 years, Eric guided me through a transition from volatile large cap equity investments (appropriate when I was younger) to a custom portfolio suited to my risk tolerance. Eric updated my insurance needs to include Long Term Care for myself and cancer-survivor wife. Every meeting with Eric includes a holistic overview of my situation, thoughts on where the market is headed, and relating my finances to my changing personal situation. His ability to navigate trusts, partnerships, and deferred compensation is reassuring. All done with a smile and a sense of humor.“

“Most respected business that I have encountered in quite sometime. They are thorough and they care about their clients. Be assured, you are dealing with the best in the business.“