Your Story Financial, LLC

Your Story Financial, LLC was born, because we believe everyone deserves to have access to quality financial advice regardless of age or amount of accumulated assets. Furthermore, as a fee-only fiduciary registered investment adviser, we are not compensated via commissions, which allows us to truly put the clients' best interests first.
We know that everyone has a financial success story they want to create. If you look at your financial story as a book, imagine the last chapter in that book. What would we read? How does that look? Your Story Financial helps you get started at chapter one. We help you "write" each chapter of your financial success story, one chapter at a time.
Your Story Financial is also a member of NAPFA, National Association of Personal Financial Advisors. NAPFA is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Your Story Financial is a boutique firm located in Dallas, TX.  We offer financial planning and investment management services to STEM Professionals, virtually, which means you can live anywhere in the country and get your financial planning and investment management services needs met.


Advisors at this Office


This Office

Virtual Location Orlando, FL 32828 Phone: (602) 730-1160

Primary Office

Virtual Location Phoenix, AZ 85041-6574 Phone: (602) 730-1160

Other Offices

Virtual Location Dallas, TX 75074-6291 Phone: (602) 730-1160
Virtual Location Orlando, FL 32828 Phone: (602) 730-1160