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Applewhite Financial Planning, PLLC

EST. AUM
$138,072,194

CONTACTS
2

CLIENT ACCOUNTS
719

Firm Details

Metro area Dallas
CRD Number 169799
Website applewhiteandbuys.com
Client types

Overview

Applewhite Financial Planning, PLLC — operating as Applewhite & Buys Financial Advisors — is a Texas-based registered investment advisory firm. The firm provides comprehensive financial planning, investment management, and tax and accounting services to individuals and small-business owners. Its client base includes many professionals in dentistry and healthcare, with a focus on practice transitions, cash-flow management, and holistic wealth planning.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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