Lance  Alston

Lance Alston

| CFP®, MA

New Dimensions Wealth Management, LLC

(972) 996-4767

Contact Me

Financial Planner and investment mangement located in Allen, TX and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

Visit Us

825 Market Street
Building M, Suite 250
Allen, TX 75013

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Lance Alston is a Fee Only financial planner and investment manager serving the Allen, Plano, and McKinney, TX area.  New Dimensions Wealth Management, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Lance Alston is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Lance Alston is Founder and President of New Dimensions Wealth Management, a fee-only financial planning and investment management firm located in Allen, Texas.  For more than a decade he has been helping individuals plan for their financial future.

Education and Designations
  • Certified Financial Planner (CFP®) designation
  • MA, Economics, George Mason University, Fairfax, Virginia.
  • BA, International Business, The University of Texas, Austin.

Boards, Committees and Pro Bono Work
(past & present)

  • Advisory Board, Journal of Financial Planning
  • Finance Committee, Stonebridge Ranch Homeowners Association (McKinney; Texas)
  • Pro Bono Committee, Financial Planning Association (D/FW)
  • Board of Directors, Financial Planning Association (D/FW)
  • Committee on Professional Issues, Financial Planning Association (National)
  • Board of Directors, Agape Medical Clinic (Dallas)

Named one of the "Best Financial Planners in Dallas" in every D Magazine survey since 2004.

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New Dimensions Wealth Management represents the culmination of a decade long quest to build a client-centric financial planning firm.

We pride ourselves on providing unbiased, straight-forward financial guidance to clients using a Fee-only compensation model. As a fee-only firm, clients can rest assured that we are truly acting as their fiduciary and in their best interest.

It’s really very simple: reasonable fees unbiased guidance = valuable financial advice.

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