Process and planning beats prediction

Financial markets are always going to move up and down. Timing these movements is virtually impossible to predict. We have found that developing a strategic process with planning around your goals gives you a much better chance for success in meeting them.

Let us help you grow more than wealth

How we serve you 

As an experienced wealth management team, we nurture multigenerational client relationships for the long term, and offer professional advice, guidance and real-world perspective to help you prepare for an evolution of your wealth and objectives over your lifetime. 

Proud to work with a nationally recognized teammate

At Nearing & Dallas Wealth Management Group, we are very proud that Financial Advisor Gordon Nearing has received the Forbes Best-in-State Wealth Advisor award in 2022 and 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Gordon!

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2023, 2024 and 2025.

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Did you know financial advice and data can help business owners thrive? Running a business involves many moving parts and it is impossible to be an expert at all of them. Reach out to see how I can help.

During the holiday season, remember to plan and spend wisely. Reach out to me for strategies on holiday budgeting or having crucial conversations about family finances.

Did you know a large portion of U.S. investment opportunities are in private markets, a key segment of alternative investments? Alts have moved into the spotlight for investors and offer unique investment opportunities which may complement your portfolio. Connect to talk more.

Meet the team

Learn more about the Nearing & Dallas Wealth Management Group here

Our mission

Hear what motivates Pam and Gordon in their efforts to have a positive impact on the lives of their clients beyond the customized advice and planning.

Latest Insights

Older woman in her ceramic studio looking at a tablet

Planning for succession

Nov 18, 2025 | RBC Wealth Management

If you’ve been wondering about the future of your business after you retire, here’s a quick look at some of the factors you may want to consider.

Read more

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