Richard Alston (CFP®, MA)

Richard Alston focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Divorce Planning
  • Entrepreneurs
  • Retirement Plan Investment Advice

Planning Specialties

We specialize in providing comprehensive financial planning advice to families who are in or near retirement.  We emphasize financial planning for every client and work with families that typically do not have multimillion dollar portfolios.


Our investing approach emphasizes low-cost, highly diversified investing models using ETFs, Vanguard and Dimensional Funds.



Additional Information

WEALTHFULNESS, Simple Steps to Financial Health and Happiness, published 2018

D Magazine - Best Financial Planners in Dallas (2004-2018)

Journal of Financial Planning, Advisory Board, 2009-2012

Financial Planning Association, Pro-Bono Committee, 2008-2010 (DFW Chapter)

Financial Planning Association, Board of Directors, 2003-2004 (DFW Chapter)

University of Texas, Austin, International Business

George Mason University, MA, Economics


NAPFA Start Date

November 16, 2010


This Office

550 S. Watters Road Suite 242 Allen, TX 75013-3770 Phone: (972) 972-8565