Investment Advisory Services in Arlington, TX

Smart Investments Backed by Strategy, Not Guesswork

In a city as fast-moving as Arlington, your money needs a plan—not just a portfolio. Straight Talk CPAs helps business owners, professionals, and families make investment decisions that aren’t just about growth—they’re about purpose. Whether you're building retirement wealth, investing business profits, or planning for your children's future, our advisors bring financial insight that’s easy to understand and even easier to act on.

Let’s be real: anyone can Google stocks. But creating a well-balanced, tax-smart investment plan that actually aligns with your goals? That takes expertise.


That’s where Straight Talk CPAs comes in.


We guide Arlington investors through:

  • Custom Portfolio Design – Based on your timeline, goals, and risk tolerance
  • Integrated Tax Strategy – Investments that work with your tax plan, not against it
  • Retirement Planning & Income Projections
  • Business Profit Allocation & Exit Planning
  • Education Fund Planning (529s, ESAs)
  • Periodic Portfolio Rebalancing & Ongoing Monitoring

Our focus is on what matters to you—not the market's mood swings.

A Different Kind of Investment Advice

Case Study: From DIY to Done-Right Investing

Brandon, a dentist in Arlington with a growing practice, was juggling investments on his own through multiple apps and wasn’t sure if he was doing it right—or if it was even working. His goal? Retire by 54, with enough income to support his lifestyle and help his kids with college.


Here’s what we did:

  • Consolidated his investments under one clear strategy
  • Shifted assets into more tax-efficient funds
  • Built an allocation plan tied to his business exit timeline
  • Projected future income needs to rebalance risk accordingly
  • Integrated a tax-deferred strategy using his retirement account

Within the first year, Brandon had a plan, a path, and a lot less stress. Now, he checks his dashboard once a month—and spends the rest of his time growing his practice, not guessing his future.

Built to Fit You: Personalized Strategy That Grows With You

Whether you're an entrepreneur, a high-earning W-2 professional, or planning early retirement, your investment strategy should reflect your real-life goals—not just market trends. That’s why our advisory services are flexible, collaborative, and designed to adapt as your financial picture evolves. From regular check-ins to strategic adjustments, we’ll meet you where you are—and grow with you from there.

FAQs

  • Can you manage investments and handle tax planning too?

    Yes! That’s one of our strengths. Many advisors stop at portfolio design. We go further—connecting investment performance with real-world tax strategy and planning.

  • Do I have to move all my accounts over to work with you?

    Not necessarily. We’ll recommend what makes the most sense for you. Some clients keep legacy accounts in place while gradually consolidating. Our goal is clarity and coordination.

  • What’s the difference between an investment advisor and a financial planner?

    Investment advisors specialize in portfolio strategy and market alignment. At Straight Talk CPAs, we go beyond that to offer broader financial planning services—including taxes, business, and estate planning—to keep everything aligned.

  • How often will I hear from you?

    We provide proactive updates and schedule regular reviews based on your selected service package. You’ll always know where you stand—and what’s next.