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 your finances and health are closely linked? Health issues can be expensive and chip away at funds for your nest egg. Use the new year as an opportunity to feel more confident about your financial wellness by messaging me to discuss your customized plan.

https://www.forbes.com/lists/wealth-management-teams-best-in-state/

Did you know reviewing your benefits annually can play a key role in wealth planning? Making the most of your employee benefits can be an important part of your overall financial wellness. Check your benefits and message me to learn 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

China cityscape

Setting the stage for a sustainable Chinese equity rally

Jan 15, 2026 | Jasmine Duan

Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China’s policy stance, economic fundamentals, and equity market implications to find answers.

Read more

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