Cultivating trust and excellence in modern financial planning.
Our approach combines personalized digital tools with experienced guidance to ensure your financial goals are met with precision and care. By providing clear, real-time insights into your financial situation and working closely with you to develop tailored strategies, we help you navigate the complexities of today’s financial landscape with confidence and clarity.
Our Philosophy
At Dutton Financial Planning, LLC, we believe that financial planning is not just about numbers; it’s about empowering you to live the life you envision.
Dutton Financial Planning, LLC offers an array of global market portfolios designed to meet our clients’ specific investment goals and match their risk tolerance. Our clients can expect a personalized approach, unwavering integrity, long-term focus, and a commitment to excellence in all aspects of their financial journey.
Our philosophy is rooted in the principles of trust, transparency, and personalized service:
Client-Centered Approach
We tailor our strategies to your unique goals and needs, building a deep, personal relationship to ensure your financial plan aligns with your vision.
Integrity and Transparency
We maintain the highest standards of trust and openness, providing clear, straightforward advice to keep you fully informed.
Comprehensive Planning
Our holistic services cover all aspects of your financial life, from investment management to retirement planning, ensuring no detail is overlooked.
Long-Term Focus
We prioritize sustainable wealth and financial security, helping you navigate market fluctuations with a focus on your long-term goals.
Education and Empowerment
We empower you with the knowledge and tools to make confident financial decisions through regular updates and educational resources.
Adaptability and Innovation
We strive to stay ahead of financial trends, continuously adapting our strategies and using innovative tools to keep your plan effective and relevant.
Tim Dutton, CFP®, CIMA®
Tim is a Wealth Manager and business owner. Tim is a lifelong learner, with a passion for service and believes delivering financial clarity to families is one of his greatest callings. Tim earned his CERTIFIED FINANCIAL PLANNER™ designation in 2020, and his CERTIFIED INVESTMENT MANAGEMENT ANALYST™ designation in 2024.
God and family come first for Tim. Aside from the opportunity to work with amazing clients, Tim lives an active healthy lifestyle that promotes community, empowerment, and adventure. As a former collegiate baseball player, Tim continues to stay active in baseball, while also competing in ultramarathons, mountain climbing, martial arts, swimming, and basketball. Tim has competed in The Wallstreet Decathlon and is an avid reader and researcher.
Education
- Yale School of Management, CERTIFIED INVESTMENT MANAGEMENT ANALYST™, 2021
- Rice University, CERTIFIED FINANCIAL PLANNER™, 2017
- Texas A&M University, B.S. AGRONOMY, 2011
Location
Serving Fort Worth and Surrounding Areas
At Dutton Financial Planning, LLC, we proudly serve clients throughout the Dallas-Fort Worth Metroplex, including Fort Worth, Arlington, Southlake, Keller, and many other nearby cities. Whether you live in bustling urban areas of Fort Worth or quieter suburbs such as Benbrook or Aledo, we are committed to providing personalized financial planning services tailored to your unique needs.
Key areas we serve include:
- Fort Worth
- Arlington
- Southlake
- Colleyville
- Keller
- Mansfield
- Grapevine
- Benbrook
- Aledo
- Weatherford
- Burleson
- Hurst
- Euless
- Bedford
- North Richland Hills
- Crowley
- Trophy Club