We are a purpose driven firm created by bringing together top advisory teams and forward-thinking professionals with a shared belief: that people deserve better when it comes to their financial lives.
We serve individuals, families, business owners, and institutions through a fully integrated platform of services—including wealth management, investment strategy, insurance solutions, retirement plan consulting, and corporate benefits.
What sets us apart is our structure. Balefire was intentionally designed to remove silos between teams and create seamless collaboration across disciplines. Our advisors and specialists work as one team—aligned around our clients' goals, values, and long-term vision.
Whether we're guiding a family through generational planning or helping a business design a meaningful benefits program, we’re committed to clarity, transparency, and high-touch service.
🔹 Multi-disciplinary expertise
🔹 Institutional-grade investment solutions
🔹 A unified approach across wealth, insurance, and corporate solutions
🔹 Backed by modern technology and integrated support
We’re not just another RIA—we’re building a new standard for advice.
Company Details
- Employees
- 35
- Founded
- 2025
- Address
- 14221 Dallas Pkwy,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.balefirewealth.com
- Keywords
- Wealth Management, Investments, Retirement Solutions, Financial Planning, Legacy Planning, Succession Planning, Philanthropic Design, Estate & Gift Planning, Trust Services, Insurance & Risk Management, Executive Benefits, Key Man Life Insurance, Personal CFO Services, Financial Wellness Coaching, Defined Contribution Plan Services, Non-Qualified Plan Management, Tax Exempt Retirement Plan Consulting, Employee Stock Ownership Plans, Defined Benefit Plan Services.
- HQ
- Dallas, Texas
Balefire Wealth Questions
Balefire Wealth's website is https://www.balefirewealth.com
Balefire Wealth's LinkedIn profile is https://www.linkedin.com/company/balefire-wealth
Balefire Wealth has
35 employees.
View email and phone details for 35
employees at Balefire Wealth.
Balefire Wealth's industry is
Financial Services
Balefire Wealth's top competitors are
Wander Home,
Jacob Frey For Our City,
Cleartrek Wealth Partners,
Women Doing Well,
The Rikoon Group,
Fund Launch,
Black Diamond Construction Group Dfw,
Balefire,
Brennan Wealth Advisors, L.l.c.,
Sportwise Ai.
Balefire Wealth's categories are Financial Services
Balefire Wealth's founding year is 2025
