True North Ranked Among D Magazine’s Top Wealth Management Firms

True North is honored to be recognized for the 7th consecutive year among D Magazine’s Top Wealth Management Firms in its latest November 2021 issue. With offices in both Dallas and Fort Worth, we have proudly been serving families, business owners, and institutions for over 21 years. We are grateful to our clients for continuing to choose us as their trusted advisor.

Selection for this award is based on submissions from wealth management firms in the Dallas-Fort Worth chapters of the Financial Planning Association® and the Investment Management Consultants Association®. The final list was selected based on these criteria: top firms must have total assets under management for individual clients of at least $100 million; a 95 percent client retention rate in the last two years; no current disciplinary action; and at least five years of experience. They must also be a fiduciary for their clients, and their compensation model cannot be commission-based. A panel of esteemed local wealth managers reviewed the final list. Neither the award winners nor their employees pay a fee to D Magazine in exchange for inclusion in the Top Wealth Managers in Dallas list.

To read more about True North’s ranking in D Magazine’s Top Wealth Management Firms, click here.

To read more about True North’s ranking in D Magazine’s Best Financial Planners, click here.