News & Articles

Perspective. Discipline. Stewardship.

01/21/2016

For the fourth year in a row, David Dryden, CFP®, ChFC®, MS, and Travis Carter CFP® of Insight Wealth Partners, LLC (IWP) have been recognized by D Magazine as Best Financial Planners. As founding principals of IWP, Dryden and Carter together have over four decades of experience delivering expert financial planning advice and asset management to their clients, while maintaining the highest ethical and fiduciary standard. The firm was also named a Top Wealth Manager in Dallas by D Magazine in 2015 for asset levels and client retention.

Dryden and Carter co-founded Insight Wealth Partners in 2010 as an independent, fee-only wealth management and advisory firm. In 2011, Collin County Business Press named IWP as a top emerging company, recognizing their significant business growth and commitment to their clients. Since then, IWP has and continues to receive numerous accolades for their devotion to their clients, consistent business growth, and abiding success as a firm, including attendance at the Barron's Winner's Circle Top Independent Advisors Summit, and a feature in Forbes Magazine. At IWP, they are not only knowledgeable on today's financial markets, but they are also committed to delivering productive advice and ultimately guiding clients with a personal wealth strategy that works for them.

"It is a great privilege to be named one of the Best Financial Planners for four years running. This distinction comes because we work every day to provide our clients the highest level of financial life advice. It’s great that this credit comes from fellow financial planners and shows that we are continuing to exceed our clients’ expectations," said Carter.

"We exist to help our clients protect and grow their assets. It takes continuous, comprehensive planning to fulfill this mission. We very much appreciate being recognized for the work that we do to build strong life-long relationships with our clients. Our calling is a fulfilling one that we are very happy to continue,” added Dryden.

Both Dryden and Carter have been recognized as Best Financial Planners in Dallas multiple times. In addition, Dryden and Carter have been named recipients of the FIVE STAR Wealth Manager Award in Texas Monthly for several years, reflecting their reputation among clients, peers, and industry experts.

Insight Wealth Partners, LLC., Retirement Planning Service, Plano, TX