Our Story

Three decades of stewardship.

America's Financial Group was founded on a simple thesis: that the American family — and the institutions, businesses, and athletes who shape American life — deserve an advisory relationship built on independence, expertise, and durability.

Today we manage millions in assets across hundreds of households, institutional, and athlete relationships. Our partners come from the small to large financial institutions. They chose to build something more deliberate.

America's Financial Group emblem

Our Values

The principles that govern every engagement.

Fiduciary First

We are bound — legally and culturally — to act in your interest, always. No proprietary products. No conflicted incentives.

Generational Horizon

We plan in decades, not quarters. Our advice is calibrated to outcomes our clients' grandchildren will inherit.

American Independence

Privately held, and headquartered in Dallas, Texas. Our independence is the foundation of our objectivity.

Begin the conversation

A strategy built around your ambition.

Schedule a private consultation with one of our financial consultants. Every engagement begins with a thorough, no-obligation financial needs analysis.