Financial Advisor in Flower Mound, TX — Fee-Only, Fiduciary, and Based in Your Community

Riverchase Wealth Management is a fee-only fiduciary wealth management firm headquartered in Flower Mound — serving $1,000,000+ investors across Flower Mound, Argyle, Grapevine, Highland Village, Lewisville, and Double Oak with integrated financial planning, investment management, and tax strategy.

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Flower Mound's Fee-Only Fiduciary Wealth Management Firm

Riverchase Wealth Management has been part of the Flower Mound community with offices at 3419 Cross Timbers Road, Suite 105 — available by appointment for in-person planning meetings. The firm serves the professionals, executives, and retirees who make up the Flower Mound area's affluent residential community: households along the Grapevine Lake corridor, established neighborhoods near Argyle and Double Oak, and the broader DFW area where clients prefer a local relationship over a call center.


The advisory team is led by Rett Dean, CFP®, EA and Sean Kelleher, CFP®, EA — both CERTIFIED FINANCIAL PLANNER™ professionals and Enrolled Agents with the IRS. This dual-credential combination is uncommon among DFW advisory firms and is the foundation of how Riverchase integrates investment management, financial planning, and tax strategy under one team rather than three separate professionals.


Riverchase is a member of the Fee-Only Network and operates as a fee-only fiduciary, legally required to act in each client's best interest with no commissions, no product revenue, and no referral fees of any kind.

Wealth Management Services for Flower Mound Investors

Riverchase provides integrated wealth management across five service areas, coordinated under one advisory team:

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Financial planning — Retirement income projections, Social Security optimization, distribution sequencing, and goal-based planning that stays current as your circumstances change

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Investment management — Disciplined, tax-aware portfolio construction and ongoing management anchored to your financial plan, not a firm-wide model

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Tax planning and preparation — Year-round proactive tax strategy integrated into every investment and income decision, plus individual tax return preparation for clients with $1,000,000+ being managed by Riverchase

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Estate and legacy coordination — Aligning beneficiary designations, account titling, and asset transfer structures with your long-term intentions

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Insurance and risk management — Objective coverage review across life, disability, long-term care, and liability, with no product sales and no commission influence

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Why Flower Mound Investors Choose a Local Fee-Only Fiduciary

Working with a financial advisor based in Flower Mound means more than geographic convenience — it means working with an advisory team that understands the financial profile of this community. Riverchase clients include executives commuting to Dallas corporate campuses, business owners with operations across the DFW corridor, and retirees who built their wealth in Flower Mound and intend to stay.


In-person meetings are available by appointment at the Cross Timbers Road office, and virtual advisory relationships are available for clients who prefer flexibility or live outside the immediate area.


Texas-specific planning considerations are integrated into every client relationship — including the absence of state income tax, which creates specific opportunities around income timing and capital gains realization, and community property law, which affects how assets are titled and how estate plans should be structured.

Serving Flower Mound and the Surrounding DFW Communities

Riverchase Wealth Management's primary office is located at 3419 Cross Timbers Road (FM 1171), Suite 105, Flower Mound, TX 75028 — convenient from Highland Village, Lewisville, Argyle, Grapevine, Double Oak, and Coppell.



The firm serves clients across the Flower Mound area and throughout the DFW Metroplex, with additional advisory presence in the Pittsburgh South Hills region through the Upper St. Clair office. Virtual advisory relationships extend Riverchase's reach to clients nationwide.


Flower Mound is home to a concentrated population of successful professionals, corporate executives, entrepreneurs, and retirees — the investor profile Riverchase was built to serve. The community's combination of high household income, established wealth, and proximity to major DFW employment centers makes it one of the most active markets in the region for sophisticated financial planning needs.

Common Questions About Finding a Financial Advisor in Flower Mound

  • Who is the best financial advisor in Flower Mound, Texas?

    The most reliable filter is structure, not reputation alone. Fee-only fiduciary advisors are legally required to act in your interest and earn nothing from product sales or referrals. Riverchase Wealth Management is a fee-only fiduciary firm based in Flower Mound, with every advisor holding both CFP® and Enrolled Agent credentials and the firm serving $1,000,000+ investors across the DFW area.

  • What does a fee-only fiduciary financial advisor in Flower Mound do differently?

    A fee-only fiduciary earns no commissions and is legally obligated to act in your best interest — two standards that together eliminate the most common conflicts in financial advice. At Riverchase, this means investment recommendations, tax planning, and financial planning decisions are all made with your outcome as the only objective.

  • Does Riverchase offer in-person meetings in Flower Mound?

    Yes. The firm's primary office is located at 3419 Cross Timbers Road, Suite 105, Flower Mound, TX 75028, and in-person planning meetings are available by appointment. Virtual advisory relationships are also available for clients who prefer flexibility or live outside the immediate area.

  • Which communities near Flower Mound does Riverchase serve?

    Riverchase serves clients across the greater DFW area, including Flower Mound, Argyle, Grapevine, Highland Village, Lewisville, Double Oak, Frisco, and Dallas. The firm also serves investors nationwide through virtual advisory relationships.

Flower Mound's Fee-Only Fiduciary Wealth Management Firm — Right Here in Your Community

Riverchase Wealth Management brings together CFP® and Enrolled Agent credentials, 60+ years of combined advisory experience, and a fee-only fiduciary commitment — all from an office in the heart of Flower Mound.

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