Derek Dansby
CFP®, JD
Dansby Wealth Management LLC
Owner, Financial Advisor
Derek Dansby
CFP®, JD
Dansby Wealth Management LLC
Owner, Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Derek Dansby, CFP®, JD
Fee-Only financial planner located in the Wichita Falls, TX area, serving clients locally and across the country
Derek Dansby is a fee-only financial planner and adviser in the Wichita Falls area. Dansby Wealth Management LLC provides comprehensive and objective financial planning and estate and wealth management to help families and high net worth individuals protect their assets through life’s journey. As a fee-only, fiduciary, and independent financial advisor, Derek Dansby is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
I'm Derek Dansby, the founder of Dansby Wealth Management LLC. I began my career at a large brokerage firm and soon realized that independence and working solely for the benefit of my clients was paramount. So I started my firm with the goal of minimizing conflicts of interest and maximizing the value I give to clients, and it's an ongoing quest to achieve that goal.
When not focusing on clients, I'm focused on my family. My wife, Jamie, and I live in Iowa Park, Texas with our two children, Davis and Delaney. We chose to start our businesses (and keep them small) to ensure we had the flexibility to spend time together as a family, which is far and away the most important thing for both of us. We are truly blessed!
Derek Dansby is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Dansby Wealth Management LLC works closely with high net worth individuals and families to manage their wealth at every level.
Our primary goal is help our clients achieve and protect the Lifestyle and Legacy they desire. To do so, we employ a systematic review process to organize, analyze, and optimize client wealth in Five Critical Areas:
- Cash Flow - covering all current and projected future household income and expenses
- Net Worth (including Investments) - in-depth, across-the-board on all assets and liabilities of all types
- Taxes - full review of tax returns and planning in coordination with clients' tax professional
- Lifestyle Protection - risk management strategies, including insurance and legal document review
- Legacy - full estate planning and life insurance
By working through this process initially and on an ongoing basis, we hope to bring our clients peace of mind in the knowledge that their desired Lifestyle and Legacy are secure.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Derek Dansby is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Derek Dansby is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Derek Dansby is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Derek Dansby
Office Locations:
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303 N. Wall St.
Iowa Park, TX 76367
