As Fort Worth evolves from the seat of aerospace and aviation to a diverse workforce, the WorthPointe team is here to guide you. Our CERTIFIED FINANCIAL PLANNER™ professionals based in Fort Worth, are the only professionals trained to integrate knowledge of estate planning, tax, investments, asset protection and charitable giving into advice driven by your values and goals. Leveraging 180 years of collective industry wisdom, all members of our Dallas/Fort Worth CFP® team hold this designation and work collaboratively to guide you to your wealth management objectives.

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Joshua I. Wilson, CMT®, AIF®
Partner, Chief Investment Officer · Fort Worth

Rick D. Wilkinson, CFP®
Partner, Financial Planner · Fort Worth

John W. Byrd
Special Advisor & Financial Planning Consultant · Fort Worth TX

Matt Addington, CFP®
Partner, Financial Planner · Fort Worth TX

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Contact Us:

1600 Airport Fwy.
Suite 300
Bedford, Tx 76022
(800) 620-4232