FPA Private Wealth Management offers comprehensive, customized solutions across a wide array of financial solutions, partnering with estate planning, taxation, business valuation, and other specialized professionals. The firm’s disciplined protocol allows for an in-depth understanding of each client’s unique wealth management expectations. Insights gained from this proprietary methodology enables the team to develop the most appropriate strategies for each distinct situation.
Darryl Meyerovitz, founder and CEO of Financial Planning Associates, established an independent financial services boutique in Dallas in 1982, after the sale of his financial wealth management practice in Johannesburg, South Africa. In...
Dani began his career in 2000 with UBS in New York. After spending two successful years working in various aspects of investment management and research, which developed his strong analytical knowledge base, he moved to Dallas and...
Executive Wealth Manager
For two decades, Mark has advised high net worth individuals and families experiencing a variety of financial issues including divorce, business sales, retirement planning, and inheritance. Mark brings to FPA his extensive...
Insurance Benefits Specialist
Senior Operations Manager
Client Relationship Manager
Administrative and Client Support
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