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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When is the best time to start collecting Social Security? Reach out to me to discuss your retirement planning and income questions.

Did you know tax season is a great time to brush up on your wealth plan? It can be an important aspect of your wealth strategy. Charitable giving can have tax benefits, and now’s a great time to plan for next year. Reach out for more ideas to help you reach your financial goals!

Did you know women’s sports are in a dramatic growth period? Features such as unique investment models and shorter media rights deals make it an appealing market for investors.

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

Globe sitting on various currencies

It’s been a privilege

Apr 14, 2025 | Atul Bhatia, CFA

The dollar’s role in the global economy is evolving, and its “exorbitant privilege” looks to be as well. We examine the greenback’s role as the reserve currency and the implications of the world’s changing currency appetites.

Read more

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