Gatens Financial LLC is an independent, fee-only wealth management firm based in Dallas, Texas.  We provide financial advisory services to high net worth individuals and families nationwide.  We serve as fiduciaries, meaning that we commit to always put our clients’ interests first.  Clients turn to us to manage their investments and to help organize and streamline their finances, so they attain peace of mind and the freedom to focus on what they enjoy.  We take the time to get to know our clients, speak to them on their level, and help them understand the impact of their financial choices in all areas of their lives.  Our commitment to integrity, excellent communication, and client education drives deep client relationships and results. 

 As a boutique firm, we take a different approach to client service. Our core belief is that each client deserves high touch service featuring the full attention of our seasoned senior investment and financial planning professionals. To ensure that we provide the best possible service, we commit to limit the number of clients that we serve.

Gatens Financial is a registered investment adviser in the State of Texas and provides services to clients across the United States and abroad.

For more information, please visit gatensfinancial.com.

Gatens Financial

Org chart

Teams

Offices