Dallas Financial Advisors

Dallas Financial Advisors is a financial planner in Dallas, Texas. The firm helps families and individuals make informed investment decisions and build comprehensive financial plans, bringing together retirement planning, risk management, investment strategies, and long-term legacy considerations. Its services include investment planning, retirement income and distribution strategies, life, health, and long-term care insurance evaluation, education savings through 529 plans and other tax-advantaged options, estate planning tools such as wills, trusts, and powers of attorney, and employer retirement plan design. The practice also assists business owners in identifying and developing internal talent to fill key roles during planned or unexpected transitions.

Dallas Financial Advisors was founded in 2004, originally operating under the name Winship Financial, and later evolved into Dallas Financial Advisors. The firm operates through LPL Financial, which serves as custodian, and its advisors act as investment fiduciaries when providing advisory services. The practice centers on a buy, hold, and diversify approach, diversifying across sectors and asset classes aligned with long-term trends, and primarily charges a flat fee per account. Initial meetings and annual reviews can be conducted by video chat.

The team includes Donnye Evans Winship, MBA, an LPL Registered Principal whose financial services career began in 1997 at Josephthal & Company after earning dual degrees in Mathematics and Psychology from Texas Tech University; he later completed an MBA in Family Finance from the University of Dallas. Mike O'Reilly began advising clients in 2002 with Morgan Stanley and joined the firm in 2012, working with a select number of clients. Kathleen Weber holds the Accredited Portfolio Managing Advisor designation, an MBA from Southern Methodist University, and a Bachelor of Science from Loyola University of Chicago. Marcy McMurtray brings more than 22 years of experience in financial services.

The practice works with long-term, disciplined investors rather than those seeking high-volume or speculative trading, and its Generation to Generation philosophy focuses on financial decisions that create clarity and stability for the generations that follow.

Services:

• Investment Planning
• Long-term Legacy Considerations
• Personalized Financial Guidance
• Retirement Planning
• Risk Management