14135 Midway Rd
Suite G 100
Addison, TX 75001
214-545-3310
We're here to help you achieve your financial goals, manage your money and ultimately, better your
life.
Unlike many other investment firms that use a cookie-cutter financial plan for all their investors,
we apply our Purpose-Based Asset Management approach. By creating separate compartments for each
investor's multiple purposes, we create a structure that allows for a prudent, less emotional
investment decision-making process.
We believe that markets are efficient and investment returns are determined by asset allocation and
the passage of time, not by manager selection or market timing.
We are focused on your security and work tirelessly toward one goal: help you achieve financial
peace of mind. As a boutique money management firm, we offer you a service that is personal, private
and exclusive.
We know you can go many places for financial advice, but the clients of Disciplined Advisors Group
benefit from the more than six decades of investment experience in which we are backed. As an
independent advisory group, our advice is not influenced by a corporate parent and we are free to
choose the right solutions for you.
At Disciplined Advisors Group, trust, commitment and caring make up the foundation that provides
services to our clients.
CRD#
Name of Broker/Dealer
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
Certifications, Accreditations & Designations
Securities Licenses
Bachelor of Science -