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.“

“Such great service and smooth tax return processing. So thankful for Tay and all she does… I recommend this business to anyone . ❤️“

“Stamp has been great to work with. He is very knowledgeable and is truly passionate about helping people, especially women. I highly recommend working with him. You can tell that he has a servant heart and truly cares about what he does. If you’re looking for quality, support, someone who is patient and knowledgeable, Stamp is your guy.“

“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.“

“I had the pleasure of getting to know Bridget Palmer with Palmer Financial Group in Fort Worth. She and her husband, Luke, are passionate about helping families plan for retirement and assisting businesses with strategies to retain top talent. Their professionalism and genuine care for people truly stand out. Looking forward to working with them. Highly recommend!“

“They are FANTASTIC. Always taking time to answer questions and helping with concerns. I believe they're are the best firm in the business.“

“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.“