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 and 2024.

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QCDs Are a Tax-Smart Way for Retirees To Donate to Charity

Here’s a tax-smart way for traditional IRA owners, aged 70½ or older, to give to charity: Make a qualified charitable distribution.

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Are you juggling multiple retirement accounts? Consolidating them brings you easier tracking, flexible investment strategies and many other financial benefits.

Are you juggling multiple retirement accounts? Consolidating them brings you easier tracking, flexible investment strategies and many other financial benefits.

Meet the team

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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

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Weaving the threads of U.S. equity outperformance

Jul 11, 2024 | Ben Graham, CFA

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

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