Prime Capital Investment Advisors unveils new brand – Prime Capital Financial! Click here to read the full announcement.
Videos and Appearances
Education is the foundation of our financial planning services at PCIA North Texas, and one of our favorite ways to show our clients how we can help them create a plan based on their unique circumstances is through video. We discuss different strategies and approaches we’ve adopted, different events that are changing the landscape of retirement and investment planning, and ourselves as the faces you’ll be working with as we become a team. View all of our videos below!
Videos Featuring Ford Bentley
Videos Featuring Brandon McCormick
Videos Featuring Marco Melero
Videos Featuring Will O'Rourke
Get to Know the Team at Prime Capital Investment Advisors in North Texas
We are a diverse team of financial advisors and each of us offers a specialized focus to our clients in North Texas and the Dallas/Ft. Worth area. Our collaborative approach with the national Prime Capital team helps ensure you get tailored advice from multiple professionals.
Let’s Get Started!
Prime Capital’s team of financial advisors applies its unique approach to financial planning and investment management toward the goal of turning our clients’ dreams into reality.
Individuals & Families
Our financial advisors work as a team to devise a custom plan for you based on your unique situation and objectives, then we go one step further to help you develop an estate plan for tax-advantaged wealth transfer to the next generation.
Business Solutions
Let’s discuss your business structure and the possibilities that exist within that structure to plan for the retirement that you desire for yourself and provide benefits to attract and retain excellent employees.
What is Your Risk Number?
No one is the same when it comes to portfolio risk. Nitrogen helps replace confusing and subjective terms like “moderately conservative” and “moderately aggressive” with a number between 1 and 99 that pinpoints your exact comfort zone for downside risk and potential upside gain.
Prime Capital Investment Advisors in North Texas welcomes the chance to discuss how we might help you, your family and/or your business. Please call us now at (214) 765-5092, or simply fill out this form and we will get back to you to set up time for an initial conversation.
777 International Parkway, Suite 180
Flower Mound, Texas 75022