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Our Services: How We Help

No list of services is complete at Prime Capital Investment Advisors, because we build our financial plans and investment advice based around your life’s ambitions. As one of the nation’s largest fee-based financial advisory firms, we have access to vast resources that we utilize in a unique collaborative approach on your behalf. Our strategies and services are tailored to your goals, your situation and your needs. These are just some of the services we provide:

Individuals and Families

  • Wealth-Management Services
  • Tax-Advantaged Investing Strategies
  • Risk-Management Strategies
  • Estate & Legacy Planning
  • Alternative Investments
  • Financial Planning for Individuals and Businesses

Business and Business Owners

  • Qualified Retirement Plan Services
  • Plan-Benchmarking Services
  • Executive Bonus Plan Implementation
  • Cash Balance Plan Implementation
  • Non-qualified Plan Solutions

Get to Know the Team at Prime Capital Investment Advisors in North Texas

We are a diverse team of financial advisors and each of us offers a specialized focus to our clients in North Texas and the Dallas/Ft. Worth area. Our collaborative approach with the national Prime Capital team helps ensure you get tailored advice from multiple professionals.

Bentley Ford, AIF®

Managing Director, Dallas Market

Sarah Harris, AIF®

Financial Advisor

Brandon McCormick, AIF®, CRPS®

Financial Advisor, North Texas Market

Marco Melero, C(k)P®, AIF®

Multicultural Education Strategist

Will F. O'Rourke, Esq.

Estate Planning & Wealth Management, North Texas Market

Your Life, Your Goals, Your Future

What is your dream? Let’s put it down on paper and get to work. Our financial advisors work in tandem as a team with multiple professionals to devise a custom plan for you based on your unique situation and objectives.

Let’s Get Started!

Prime Capital’s team of financial advisors applies its unique approach to financial planning and investment management toward the goal of turning our clients’ dreams into reality.

Individuals & Families

Our financial advisors work as a team to devise a custom plan for you based on your unique situation and objectives, then we go one step further to help you develop an estate plan for tax-advantaged wealth transfer to the next generation.

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Business Solutions

Let’s discuss your business structure and the possibilities that exist within that structure to plan for the retirement that you desire for yourself and provide benefits to attract and retain excellent employees.

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What is Your Risk Number?

No one is the same when it comes to portfolio risk. Nitrogen helps replace confusing and subjective terms like “moderately conservative” and “moderately aggressive” with a number between 1 and 99 that pinpoints your exact comfort zone for downside risk and potential upside gain.

Get Your Risk Number Now!

Prime Capital Investment Advisors in North Texas welcomes the chance to discuss how we might help you, your family and/or your business. Please call us now at (214) 765-5092, or simply fill out this form and we will get back to you to set up time for an initial conversation.

777 International Parkway, Suite 180
Flower Mound, Texas 75022

Send Us a Message

Let’s Discuss Your Plan

777 International Parkway, Suite 180
Flower Mound, TX 75022
(214) 765-5092