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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 / Retirement Plan Consultant

Will F. O'Rourke, Esq.

Estate Planning & Wealth Management, North Texas Market

Courtney Klipfel

Senior Client Service Specialist

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.

How Can We Help You?

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