With You...on your journey to financial freedom

We are proud to announce that Juston Dobbs has been recognized by

Forbes

as being named to the Forbes Top Advisors ranking for 2021*

No matter where you are in your life’s journey, it's important to have a plan in place to help accomplish your goals.

With our personalized approach and over 30 years of experience, our team provides comprehensive wealth planning strategies that extend beyond traditional investment management. Our total wealth planning approach helps you gain a 365-degree perspective on your financial life.

Who We Help

Serving a community of successful individuals and families.

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Comprehensive Plans

Providing holistic financial guidance to help you navigate the future.

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Team Approach

Working collaboratively together, we go farther for you.

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Credentials and Accolades



CERTIFIED FINANCIAL PLANNER (CFP®)

Juston earned his CERTIFIED FINANCIAL PLANNERTM certification in 2007. To earn the CFP® designation, Juston had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. As a CFP® Professional, Juston adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.
As a CFP®, Juston takes the time to help you address all of your financial concerns so that you can focus on what’s most important in your life.



Certified Divorce Financial Analyst (CDFA®)

Juston is a Certified Divorce Financial Analyst (CDFA®). He provides financial guidance to individuals facing divorce, as well as their attorney, through all stages of the divorce process. In addition to his strong investment planning background and CDFA® designation, he has completed an intensive training program to become skilled in analyzing and providing knowledge regarding the financial issues of divorce.

Juston is also a member of the Collaborative Divorce of Texas. Click here to learn more 



Wells Fargo Advisors Premier Advisor

Juston has been a member of the firm’s Premier Advisor Program in 2019, 2020 and 2021. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.



Forbes Best-In-State Wealth Advisor

Juston was selected among the best wealth advisors in Texas for 2021. The Forbes Best-in-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.





CFP, Certified Financial Planner™ are certification marks owned by the CFP Board. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

* The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.


Nomination

In The Community

Dobbs Wealth Management Group sees community service as a norm. We are an established team serving the wealth management needs of our community. From serving on school boards to participating in charity events, we get the whole family involved to help make true impact in the areas we deeply care about. Learn More