Nations Advisors

Nations Advisors is an independent financial planning and investment management firm with close to 20 years of experience in investment advisory and wealth management. The firm works with individuals, families, business owners, medical practitioners and corporate executives, and its services include financial planning, investment management, retirement planning, wealth management and employer-sponsored 401(k) plans.

The firm operates as a fiduciary and says it has no proprietary products, so its advice is meant to serve the client's interests first. Its main office is on Dallas Parkway in Dallas, and clients can reach the office by phone to start with a financial planning conversation.