Honest Advice for Every Client

Our team works with clients in all stages of their lives. Whether you are just starting to save or you are now reaping the rewards of years of savings, we can help you navigate all stages of your financial journey. Regardless of your age, income, and goals, we want to help you enact a strong, long-term plan in order to achieve financial independence.

About Us

At our core, we’re focused on serving and educating clients so they can make the best financial decisions possible. Through ongoing guidance and prudent financial planning, our clients have confidence in the outcome of their retirement even as their life and career continually evolve. This is evidenced by the numerous referrals from existing clients over the years to the Hart Wealth Team.

Our clients highly value the objective and impartial advice they receive as a result of our independence from any particular investment or insurance product. With over 30 years of industry experience, the Hart Wealth Team knows there is no “one-size-fits-all” when it comes to financial planning, as every individual and family is truly unique and requires an intimate approach.

We look forward to earning your trust and confidence.

Meet the Team

Learn more about each of the dedicated members of the Hart Wealth Team.

Brian Hart, CFP®

Vice President, Southwestern Investment Group | Financial Advisor, RJFS

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Lindsey Wilson

Registered Executive Associate

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Cody Stansell, CFP®

Financial Advisor, RJFS

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Contact Our Team

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Our Location

2601 Network Blvd., Suite 101
Frisco, TX 75034
972-987-1180

Latest Resources

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