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New Dimensions Wealth Management, LLC

EST. AUM
$181,519,366

CONTACTS

CLIENT ACCOUNTS
508

Firm Details

Metro area Dallas
CRD Number 152136
Website ndwealth.com
Client types

Overview

New Dimensions Wealth Management, L.L.C. is an independent, boutique fee-only registered investment adviser headquartered in Allen, Texas. Led by President Lance Alston, CFP®, and Director Tiffany Finney-Johnson, CFP®, the firm operates under a strict fiduciary standard, emphasizing that “wealth has many dimensions.” Its planning-first approach requires a comprehensive written financial plan prior to implementing investment strategies. The firm follows an evidence-based, passive investment philosophy, utilizing low-cost, globally diversified institutional vehicles—primarily no-load mutual funds and ETFs, including Dimensional Fund Advisors—within a disciplined buy-and-hold framework designed to efficiently capture market returns.

Platform Details

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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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