Advisory Firm For Ultra High Net Worth Individuals

Meet our Principals

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Founder, Texas Financial Partners <br /> Whitley Penn Financial Services

W. P. Richardson

Founder, Texas Financial Partners
Whitley Penn Financial Services

“Success can create its own set of problems. Many thriving businesses won’t have enough liquidity to survive the tax impact of ownership transfer. A successful business is often the largest asset in an estate, forcing a sale or liquidation to meet estate tax liabilities. Owners have to plan well in advance for any ownership transition within the family or the management team or outside buyers.”

W. P. Richardson

Founder, Texas Financial Partners
Whitley Penn Financial Services

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Founder, Texas Financial Partners<br /> Founder, Stallard Financial Strategies

Gary W. Stallard

Founder, Texas Financial Partners
Founder, Stallard Financial Strategies

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"Client relationships come in all shapes and sizes. The most important element I bring to the table is objectivity. Objectivity means I will give sound advice and I’m not afraid to challenge assumptions or conclusions."

Gary W. Stallard

Founder, Texas Financial Partners
Founder, Stallard Financial Strategies

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Meet our Directors

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Timothy J. Engelbert

Director, Texas Financial Partners

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"My grandmother used to tell me, to have a friend you have to be a friend first, and I have used her advice to define my role with owners of privately held businesses and their families. They have worked through the risks of founding their companies and look to us to resolve future risks and preserve the value of their success."