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Lightfoot Financial Group

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Dallas
CRD Number
Website p5financial.com
Client types

Overview

Lightfoot Financial Group, co-founded by Ryan Lightfoot, provides personalized wealth management and financial planning services from Palestine, Texas. The team works closely with clients—individuals, families, and small business owners—to build retirement strategies, accumulate wealth, and preserve assets. They operate under the &Partners broker-dealer / RIA structure, with custody via Fidelity / NFS. The firm emphasizes open architecture, client education, regular reviews, and integration with clients’ tax and estate professionals. Their goal is creating financial clarity, consistency, and trusted long-term relationships within their regional community.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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