Your Story Financial, LLC
Your Story Financial, LLC was born, because we believe everyone deserves to have access to quality financial advice regardless of age or amount of accumulated assets. Furthermore, as a fee-only fiduciary registered investment adviser, we are not compensated via commissions, which allows us to truly put the clients' best interests first.
We know that everyone has a financial success story they want to create. If you look at your financial story as a book, imagine the last chapter in that book. What would we read? How does that look? Your Story Financial helps you get started at chapter one. We help you "write" each chapter of your financial success story, one chapter at a time.
Your Story Financial is also a member of NAPFA, National Association of Personal Financial Advisors. NAPFA is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Your Story Financial is a boutique firm located in Dallas, TX. We offer financial planning and investment management services to STEM Professionals, virtually, which means you can live anywhere in the country and get your financial planning and investment management services needs met.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.