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.

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Saving for Retirement Isn’t Enough: You Need a Wealth Plan

To ensure you have a wealth plan in place that will work for you, five key steps can help get you safely to your retirement destination and beyond.

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On Memorial Day, we salute all the heroes who gave their lives in service to our nation.

Class of 2023, congratulations on your graduation! May the next step in your journey be filled with opportunity.

Meet the team

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Learn more about the Nearing & Dallas Wealth Management Group here

Latest Insights

Reading the newspaper

Reading between the lines of the stock market rally

Jun 08, 2023 | Kelly Bogdanova

The S&P 500’s narrow leadership has camouflaged fairly paltry returns from most of the index. How may the phenomenon impact the investing environment?

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