Perryman Financial Advisory

Specialties

Perryman Financial Advisory is a Dallas-​based financial planning and investment firm serving a select number of individuals, families, and businesses. Our mission is to serve as a trusted advisor for our clients as they accumulate, preserve, and transfer their wealth.

Meet the Business Owner

Bill P.

Business Owner

When Bill opened the doors of Perryman Financial Advisory in 1988 he was a pioneer with a new way to approach investment services. Rather than focusing on what products needed to be sold, he partnered with his clients to tailor guidance and portfolios to their unique long-​term goals. He knew he could only help people by knowing people.

Almost 25 years later, he and his team take seriously the responsibility of their client’s trust and strive to care for their client’s money as if it were their own. Bill has a distinct ability to simplify complex ideas and help clients fill in the gaps so that they can reach their vision of the future. He has the broad based experience and foresight to guide his clients past unexpected hurdles or complexities like a convoluted tax code. Bill has an obvious passion for what he does and takes pride in the long-​standing relationships he has established with most of his clients.