Finance Planner in Dallas 
Madison Professional Group

Are you a financial planner in Dallas or thinking about transitioning to Dallas? The finance industry in Dallas is growing with the boom of new residents and businesses. The “Big D” is now the 9th most populous city in the United States, with 1.3 million people. The financial planner market in Dallas is full of opportunities for both firms and independent planners. If you’re thinking about making a transition to a new firm, MPG can help make the process go as smoothly as possible and connect you with a great firm that matches your business and lifestyle goals.

Schedule a Free Consultation

How MPG Helps Dallas Finance Planners 

MPG is focused on helping financial professionals achieve their best business life. We focus on connecting financial planners with outstanding firms. Unlike most financial advisor recruitment organizations, we reject the typical number-driven sales process commonly found in the finance planner recruiting world. MPG does everything possible to find the perfect match the first time so you don’t waste valuable time and resources. We accomplish this by taking the time to understand both our financial advisor clients and the firms we connect them with.

Schedule a Free Consultation

Relationship Focused Approach

Finance planners in Dallas or one's thinking about moving to Dallas need an advocate that takes a relationship-focused approach with recruiting and placement. MPG Knows every finance planner has a unique approach and clientele, and it’s our job to match you with a firm or RIA that allows you to do your best work.

Opportunity for Finance Planners in Dallas

Dallas is the hub of the largest metropolitan area in the Southern United States. Dallas and nearby Fort Worth were first founded as railroad cities and grew because of the oil boom. There’s never a shortage of things to do in the Dallas area, whether you’re a foodie, history buff, outdoorsman, sports lover, or patron of the arts. To top it off, Dallas has a higher concentration of financial workers than even New York City.

Schedule a Free Consultation

Ready to Make a Lasting Connection?

Get in Touch

Let‘s take your team to the next level.

Background Dots Pattern Financial Consultant Fort Worth
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.