Fort Worth (Appointment Only) Financial Advisors

Our Fort Worth office is by appointment only. This Financial Engines Advisor Center is conveniently located off I-35 and Highway 820, we are here to assist clients in meeting their financial goals. Visit with an Investment Advisor to discuss a customized investment plan and our unique services like Easy 401(k) Rollover and Retirement Paycheck.

Office Location

4500 Mercantile Plaza Dr
Suite 300
Fort Worth, TX 76137
Map Office
Phone: (214) 705-7622
Toll Free: (855) 705-7622
Fax: (214) 242-2252

Our Investment Advisors

Tim Dowden
CFS®
Senior Vice President - Financial Planning
Dan Richey

Senior Vice President - Financial Planning

Our Team


Heather Crampton
Get More Information
  • Free Financial Plan
  • Retirement Report
  • Compare Services






Does your employer already offer our services?
Please call (888) 443-8577

We value your privacy. View our Privacy Policy.