John Dalton, CPA/PFS^®, CFP^® CFA^®, CAP^®

Senior Wealth Advisor

John Dalton has provided client focused financial and tax advice for over forty years. After ten years with Big 8 accounting firms, John established a Registered Investment Advisor (RIA) to address retirement and legacy wealth planning needs of individuals and families.  For the past 30 years, he has served as an investment advisor, tax planner and personal Chief Financial Officer for several multigenerational families.

John earned a Bachelor of Business Administration degree in Accounting and Master of Taxation degree at Baylor University.  He is active in the local Chartered Financial Analyst society and currently serves on the Board of Governors of the Dallas Estate Planning Council.

John lives in Dallas with his wife, Lori, and travels to New York City frequently to visit their three adult children.  In his spare time, John enjoys numerous outdoor activities including jogging, biking, hiking and mountain climbing, and participating in the choir at Highland Park United Methodist Church.