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About Us

About Optima

Decades of financial knowledge

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Financial advisors in Dallas, TX

Our Team

Fee-only financial advisors

Explore Our Dallas Wealth Management Team

Paul Lightfoot CFP®, CIMA®, CPWA®

President

Archie Ponce, CFP®

Executive Vice President

Angela Wilson

Office Manager
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Wealth Management
Reach your financial goals with an integrated financial plan

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Maximize the income potential of all your assets

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Select from a variety of tax-advantaged gifting strategies

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Transfer wealth to multiple generations with sophisticated vehicles

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Lean on a trustworthy partner through challenging life transitions
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We Help Successful People Accomplish More

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Personalized financial plans to help you navigate financial complexity and accomplish more

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Archie Ponce, CFP® Named to AdvisorHub’s 2026 Advisors to Watch: Under $1B List

Archie Ponce, CFP®, Executive Vice President and Managing Partner, has...

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Archie Ponce, CFP® Named to AdvisorHub’s 2026 Advisors to Watch: Under $1B List

Optima Asset Management is proud to announce that Archie Ponce, CFP®, Executive Vice President and Managing Partner, has been named to AdvisorHub’s 2026 Advisors to Watch: Under $1B list. Archie was selected from a field of advisors nationwide and ranked among 400 honorees recognized for operating efficient, high-quality practices with strong growth and a commitment to professionalism.

“Being named to this list reflects the trust our clients place in us every day,” said Archie. “Our focus has always been on helping clients navigate financial complexity with clarity and confidence, and it’s gratifying to be recognized for that work on a national level.”

Archie joined Optima Asset Management in 2007 and brings nearly three decades of financial industry experience spanning brokerage, investment counseling, and institutional advisory roles. This recognition speaks to his unwavering dedication to his clients and his commitment to delivering exceptional personalized service.

See the full list here.

Disclosure: The AdvisorHub Advisors to Watch: Under $1B award was issued in 2026. No compensation was paid to obtain or market this award. The Advisors to Watch recognition is open to any advisor who meets the following eligibility criteria: a minimum of $150 million in assets under management, at least 7 years of industry experience, a minimum of 2 years at their current firm and in good standing, and a clean regulatory record (no more than 2 complaints and no significant judgments). Candidates are evaluated on practice size, year-over-year growth, and professionalism. Awards and recognitions are not indicative of future performance or client experience.

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