We Manage Your Wealth So You Can Enjoy Yourself
Entrepreneurs | Executives | Pre-Retirees
We Manage Your Wealth So You Can Enjoy Yourself
Entrepreneurs | Executives | Pre-Retirees
Entrepreneurs | Executives | Pre-Retirees
Entrepreneurs | Executives | Pre-Retirees
We offer you a full suite of wealth management services including, financial planning, investment management, retirement planning, tax planning, risk management, estate planning, personal CFO and trust services.
We build financial plans designed to help you confidently reach your goals.
We design and manage investment portfolios customized to your needs.
We free up your time by serving as your personal CFO.
We specialize in serving clients with unique and complex needs. Whether you are an Entrepreneur, Executive or a Pre-Retiree, you need an advisor who understands the nuanced challenges you face growing a business, navigating executive compensation, or designing an income distribution plan that lasts your lifetime.
Courtney Leffall, CFP® | Founder
We help you successfully transition to the next phase of your life with confidence.
We serve as your personal CFO so you have time to serve the people and organizations you care about.
We are devoted to growing your wealth so you can be devoted to growing your business.
This is a no commitment opportunity for us to decide together whether we are a good fit for each other. Be advised that we have a strict no jerk policy.
Phone: 512-851-8284
Downtown - 6th & Congress
106 E 6th St Suite 900,
Austin, TX 78701
North Austin - Anderson Lane
2301 W Anderson Ln,
Austin, TX 78757
Phone: 214-414-9887
Dallas - Deep Ellum
3309 Elm St #110,
Dallas, TX 75226
Dallas - Downtown
2001 Ross Ave. Ste 700
Dallas, TX 75201
North Dallas - Energy Square
4849 Greenville Ave Ste 100, Dallas, TX 75206
Dallas - West End
603 Munger Ave Ste 100
Dallas, TX 75202
Phone: 214-414-9887
Addison
14555 Dallas Pkwy Ste 100,
Dallas, TX 75254
Frisco - Hall Park
3201 Dallas Pkwy Ste 200, Frisco, TX 75034
Plano - Granite Park
5830 Granite Pkwy Ste 100 Plano, TX 75024
Richardson
3400 N Central Expy Ste 110, Richardson, TX 75080
Las Colinas - Canal Centre
400 E Las Colinas Blvd, Suite 300, Irving, TX 75039
McKinney - The Square
300 E. Davis St,
McKinney, TX 75069
Phone: 281-544-0380
2nd Ward - East End
2339 Commerce Street,
Houston, TX 77002
Downtown - POST Houston
401 Franklin St Ste 2400,
Houston, TX 77201
Galleria - Post Oak
3040 Post Oak Blvd Fl 18,
Houston, TX 77056
Midtown - The ION
4201 Main St Ste 200,
Houston, TX 77002
Westchase
2500 CityWest Blvd Ste 150,
Houston, TX 77042
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, LA, NC, OR, TX, UT, and WA.
Copyright © 2024 LX Parker Wealth Management - All Rights Reserved.
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