Southlake Financial Advisor—Fiduciary, Fee-Based, Retirement-Focused

Get comprehensive retirement, tax, and wealth planning from a fiduciary advisor serving Southlake, Trophy Club, and the DFW corridor—and minutes from Southlake Town Square.

Best Path Advisors—Serving Southlake and the TX-114 Corridor

Looking for a financial advisor near Southlake, TX? Best Path Advisors works with Southlake families, professionals, and retirees from our nearby Colleyville office. Whether you’re in Southlake, Trophy Club, or anywhere along the DFW airport corridor, you’ll find retirement-first, fee-based planning built for your needs.

Fiduciary Retirement Planning, Locally Delivered

Retirement Planning for Southlake

Tax-aware, numbers-driven retirement income and legacy planning tailored for local families and executives.

Wealth Management and Investment Oversight

Fee-based, fiduciary advice and transparent guidance for your whole portfolio.

Tax and Estate Coordination

Align your tax, estate, and beneficiary strategies with one coordinated plan—delivered from a team minutes away.

In-Person and Virtual Meetings

Meet at our Colleyville office (off TX-26, near TX-114), or schedule a secure virtual session from your home or office.

Minutes From Southlake Town Square—Easy DFW Access

Best Path Advisors

105 Quail Run St, Colleyville, TX 76034.


Phone: (817) 849-1375


Our office is less than 10 minutes from Southlake Town Square, with easy access to Trophy Club, Westlake, and DFW airport.


Office Hours: Monday–Friday, 9am–5pm (Central)

Why Choose a Southlake-Area Fiduciary?

  • Fiduciary, fee-based advice—always in your best interest.

  • Comprehensive retirement planning process: Best Path Blueprint™.

  • More than a dozen team credentials and decades of experience serving DFW retirees and professionals.

  • Personal service, transparent fees, and local access—no “advisor list” runaround.