Welcome to Riverchase Wealth Management

Wealth Management from Flower Mound and Beyond 

Fee-only fiduciary advisors serving $1,000,000+ investors across Flower Mound, Frisco, Argyle, Grapevine, the greater Dallas area and nationwide — with every recommendation built around your interests.

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Fee-Only. No Commissions. No Referral Fees.
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Fiduciary — Legally Obligated to Act in Your Interest
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Every Advisor Holds CFP® + Enrolled Agent Credentials
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FPA Member

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60+ Years Combined Experience

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$1,000,000 Minimum

One Team That Manages Your Wealth, Your Taxes, and Your Future Together

Most investors with significant assets work with a financial advisor, a CPA, and an estate attorney who rarely coordinate. At Riverchase Wealth Management, every advisor holds both the CFP® designation and Enrolled Agent credentials — which means investment strategy, tax planning, and estate coordination all move together under one team.


Our integrated wealth management services span financial planning, investment management, tax planning and preparation, estate and legacy coordination, and insurance and risk management. Based in Flower Mound, TX, we serve clients across Dallas, Frisco, Argyle, Grapevine, and the Pittsburgh South Hills region, as well as investors nationwide through virtual advisory relationships.

What Makes Riverchase Different from Other DFW Wealth Managers

  • Every advisor on the team holds both CFP® and Enrolled Agent credentials — a dual qualification rare among DFW firms that means tax strategy is embedded in every recommendation, not added as an afterthought.
  • Jaco Jordaan additionally holds the CFA charterholder designation, adding institutional-grade investment rigor to the team's planning capabilities.
  • Fee-only structure means Riverchase earns no commissions, no product revenue, and no referral fees. The firm's only compensation comes from clients — eliminating the conflicts that compromise advice at commission-based firms.
  • Fiduciary commitment is legally binding, not a marketing claim. Every recommendation must serve the client's best interest.
  • Fee-OInly Network membership places Riverchase in the national directory of verified fee-only advisors 
  • 60+ years of combined experience across the full advisory team, serving investors with $1,000,000+ in investable assets.

Who Riverchase Works With

Riverchase works with investors who have at least $1,000,000 in investable assets and whose financial lives have grown too complex for a single-focus advisor to manage well.

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Five to fifteen years from retirement — or already there — and focused on whether your income will last, how to sequence distributions efficiently, and what a tax-smart withdrawal strategy actually looks like across decades.

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High earners managing RSUs, stock options, deferred compensation, and the tax complexity that comes with $200K+ annual income — and looking for an advisor who understands the full picture.

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Navigating an inheritance, a liquidity event, or a major life transition requires a different kind of planning — one that addresses both the financial mechanics and the decisions that compound over time.

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Balancing personal wealth-building alongside business finances, succession planning, and a future exit takes an advisor who can work across both sides of the ledger.

Integrated Wealth Management Services

Riverchase offers coordinated services across every dimension of a client's financial life. The goal is a plan where investment decisions, tax outcomes, estate structure, and risk protection all reinforce each other — rather than pulling in separate directions.

Financial Planning

Comprehensive, goal-focused planning that connects retirement, tax, estate, and insurance into a single coherent strategy.

Investment Management

Disciplined, evidence-based portfolio management aligned with long-term objectives and tax efficiency.

Tax Planning & Prep

Proactive year-round tax strategy plus individual tax return preparation, integrated directly into portfolio and income planning for clients with $1,000,000 being managed by Riverchase.

Estate and Legacy Coordination

Structuring how assets transfer, aligning beneficiary designations, and coordinating with estate counsel to close gaps.

Insurance and Risk Management

Assessing coverage needs as part of the overall plan, without the conflicts that come from commission-based product recommendations.

Common Questions About Choosing a Wealth Manager in Flower Mound

  • Who is the best wealth management firm in Flower Mound, TX?

    The right firm depends on your situation, but the clearest filter is structure: fee-only, fiduciary firms are legally required to act in your interest and earn nothing from product sales or referrals. Riverchase Wealth Management is a fee-only fiduciary firm based in Flower Mound, with every advisor holding both CFP® and Enrolled Agent credentials and the firm serving $1,000,000+ investors across the DFW area.

  • What does fee-only mean, and why does it matter?

    Fee-only means the firm is compensated exclusively by client fees — no commissions, no revenue from financial products, no referral arrangements. It matters because advisor compensation shapes advice. A fee-only fiduciary's only financial incentive is delivering outcomes that justify the client relationship.

  • How do I find a fiduciary wealth manager near Flower Mound or the Dallas area?

    Fee-Only Network — the Fee-Only Network website maintains a searchable directory of verified fee-only fiduciary advisors. Riverchase Wealth Management is a Fee-Only Network member firm serving Flower Mound, Frisco, Argyle, Grapevine, Dallas, and clients nationwide through virtual advisory relationships.

  • What is the minimum investment to work with Riverchase?

    Riverchase typically works with clients who have at least $1,000,000 in investable assets and $200,000 or more in annual income. The minimum reflects the firm's focus on complex financial situations where integrated planning — across investments, taxes, estate, and risk — creates the most meaningful impact.