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

Optima Asset Management recognized on FA’s 2025 RIA Survey and Ranking

Optima Asset Management is delighted to announce that they have...

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Optima Asset Management recognized on FA’s 2025 RIA Survey and Ranking

Optima Asset Management is delighted to announce that they have been recognized on FA magazine’s annual 2025 RIA Survey and Ranking for the second consecutive year.

‘We are delighted to be recognized on this survey among our peers by Financial Advisor magazine,” said Paul Lightfoot, CFP®, CIMA®, CPWA®, President of Optima Asset Management. “Our team is especially thrilled to see our firm move up the rankings. This is a reflection of the trust our clients place in our dedicated team.”

FA Magazine provides market analysis, investment strategies, and practice management information for advisors. It has a monthly circulation of 80,000 qualified readers and is frequently cited as a widely read publication among financial advisors. The annual ranking is based on responses to a survey completed by firms, and no compensation is required for inclusion in this ranking.

No compensation was paid directly or indirectly to obtain or use this award. Financial Advisor Magazine conducts an annual, voluntary survey of independent registered investment advisors that file a Form ADV with the SEC and provide financial planning and related services to individual investors. Some items on the questionnaire require data directly from the firm’s Form ADV. The survey evaluates total assets, year-over-year growth in assets, growth in assets per client, and other firm characteristics. Firms are ranked from largest to smallest based on assets under management at year end. This ranking covers the period from January 1, 2024, to December 31/2024.

Download the survey.

The foregoing content reflects the opinions of Optima Asset Management, Inc. and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

Optima’s website contains general information pertaining to its investment advisory services and should not be construed as a solicitation to effect, or attempt to effect, any transaction in any security or as a solicitation for the provision of personalized investment advice for compensation over the internet.

Optima’s website may contain a discussion of, and/or provide access to, Optima’s opinions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current opinions and/or recommendations. Optima is neither an attorney nor an accountant, and no portion of the website, or the information contained within, should be interpreted as legal, accounting or tax advice.

The information contained in any third-party resource cited on Optima’s website, including but not limited to other websites, articles, television or radio sources, is not owned or controlled by Optima. Optima assumes no responsibility for the content of third party sites and does not guarantee the timeliness, accuracy, adequacy, completeness or reliability of any information that may be found in such resources, and makes no warranties with respect to their use. References to any third-party resource are provided as a courtesy only and are not intended to be, and do not act as, an endorsement by Optima of the third party or the third party’s content.

No current or prospective client should assume that future performance of any specific investment or investment strategy made reference to directly or indirectly by Optima in its website, or indirectly via a link to a third-party website, will be profitable or equal any corresponding indicated performance levels. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio.

If you have questions regarding your financial situation, you should consult your financial planner or investment advisor.