Gatens Financial LLC

Gatens Financial LLC is an independent, fee-only wealth management firm based in Dallas, Texas. We provide financial advisory services to high net worth individuals and families nationwide. We serve as fiduciaries, meaning that we commit to always put our clients’ interests first. Clients turn to us to manage their investments and to help organize and streamline their finances, so they attain peace of mind and the freedom to focus on what they enjoy. We take the time to get to know our clients, speak to them on their level, and help them understand the impact of their financial choices in all areas of their lives. Our commitment to integrity, excellent communication, and client education drives deep client relationships and results.

As a boutique firm, we take a different approach to client service. Our core belief is that each client deserves high touch service featuring the full attention of a seasoned senior investment and financial planning professional. To ensure that we provide the best possible service, we commit to limit the number of clients that we serve.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

8106 San Fernando Way Ste 200 Dallas, TX 75218 Phone: (855) 695-4877

Primary Office

8106 San Fernando Way Ste 200 Dallas, TX 75218 Phone: (855) 695-4877