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

Read Bio

Lindsey Wilson

Registered Executive Associate

Read Bio

Cody Stansell, CFP®

Financial Advisor, RJFS

Read Bio

Contact Our Team

  • This field is for validation purposes and should be left unchanged.

Our Location

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

Latest Resources

  • woman standing behind point of sale system

    How Small Business Owners Can Protect Themselves Financially

    June 24, 2020

    As a small business owner, you put your blood, sweat, and tears

    Read More

  • encouraging-signs-during-a-difficult-market

    6 Encouraging Signs During This Difficult Market

    June 17, 2020

    Countless businesses have scaled back or even closed during the COVID-19 pandemic,

    Read More

  • cash on hand

    How Much Cash Should You Have on Hand?

    May 6, 2020

    Famed investor Warren Buffett likens cash to oxygen—never thought about when present

    Read More

See More Resources