About Us

About Us

About Optima

Decades of financial knowledge

Locations

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
Services

Explore Our Integrated Financial Services

Wealth Management
Reach your financial goals with an integrated financial plan

Investment Management
Maximize the income potential of all your assets

Family Office Services
We focus on the financial details of your family enterprise

Philanthropy and Charitable Giving
Select from a variety of tax-advantaged gifting strategies

Next-Gen and Legacy Services
Transfer wealth to multiple generations with sophisticated vehicles

Wealth Transition Services
Lean on a trustworthy partner through challenging life transitions
Who We Help

We Help Successful People Accomplish More

Multi-Generational Families

We will help you steward the family’s legacy into the future

First Generation Wealth Creators

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

Case Studies

Every client gets a specialized wealth management plan

Our Process

As the years go on, our services will evolve to adjust to your changing needs
Resources

Too Soon to Start Thinking about Retirement? Probably Not, and Here’s Why

You’re an early- to mid-career executive on the fast track....

Financial Insights

Explore our articles to stay informed and empowered with evidence-based insights

Firm News

Our latest features in leading financial publications and media outlets

Video Library

Answers to your questions about achieving financial freedom and investing your money
Client Portal
Contact

Talk to a Dallas Fee-Only
Financial Advisor

Talk to a Dallas Fee-Only Financial Advisor

For more than 30 years, Optima Asset Management has helped guide first-generation wealth creators and affluent, multi-generational families to better navigate financial complexity with clarity and purpose.

Contact us today to schedule your initial consultation or receive a no-cost, no obligation second opinion on your portfolio, family office, or retirement plan from our fee-only CFP® professionals and private wealth management team in Dallas.