3 Best Financial Services in Frisco, TX

“BRINDLE & BAY Wealth Management helps you reach your goals and combat the effects of inflation. Nick Davis is the founder and financial planner of the firm. He holds CFP®, ChFC®, and RICP® certifications. He learned that the next phase could be the best time of life and should be planned for carefully. BRINDLE & BAY Wealth Management creates a unique retirement plan for each client that can assist clients in making well-informed decisions based on the cause and effect of financial choices. They specialize in income and retirement planning. In addition, they provide specialized portfolio management for the time right before transitioning into retirement. They address optimizing Social Security, generating income from investments, reducing risk, helping limit loss, and achieving added peace of mind for a retirement free from financial stress.”

“Wave Wealth Management was formed in order to provide exceptional wealth management services by keeping their clients' best interests as their top priority. Ben Jones is the founder of Wave Wealth. As a Certified Financial Planner™, Ben works closely with clients to help determine and achieve their goals through strategic financial planning and wealth management. In comparison to mass-market financial firms, Ben created Wave Wealth Management to be a boutique Registered Investment Advisor (RIA) firm. This provides clients with unbiased advice that is in their exclusive best interest. Ben works with his clients to create customized solutions to maximize wealth and minimize taxation.”

“Trajan Wealth offers guidance on many financial goals, including strategies for lifetime income. Your portfolio is then custom-tailored to your specific goals and timeline, ensuring a personalized and effective financial plan. Jeff Junior is the founder of Trajan Wealth. With nearly three decades of experience, Jeff believes advisors are educators at heart, ensuring clients are informed and confident in their financial planning. Under his leadership, Trajan Wealth continues to thrive, now operating in numerous states with over 40 offices nationwide. Jeff’s dedication and perseverance have not gone unnoticed, as Trajan Wealth has been named a Top Place to Work in 2024. Trajan was also included on USA Today’s Best Financial Advisory Firms list in 2023, 2024, and 2025.”