top of page

Office Location:


Conveniently located at I-30 and Summit in Fort Worth, with our first floor location easily accessible.

1300 Summit Ave, Suite 120

Fort Worth, Texas 76102

Phone:  (817) 877-0717

Toll Free:  (800) 880-1937


Directions from I-30:

Exit Summit Ave and go North (approx 0.2 miles).  Building is on the left and parking is ample and easy!

While our physical office is in Fort Worth, Texas, we have clients all across the country (including Oklahoma, Arizona, California, Colorado, Iowa, Florida, Maryland, Michigan, North Carolina, New Jersey, and Wyoming).  We also have access to several meeting locations across the Dallas/Fort Worth area for your convenience as well as virtual meeting options.

Contact Me

* Call or email today for a complimentary one hour consultation.

* I will gladly meet with anyone who is serious about their financial goals, yet realize that most of the clients we ultimately accept have at least $1,000,000 of investable assets.

John Loyd, EA,CFP®

bottom of page