Global Wealth Advisors

Financial ServicesTexas, United States2-10 Employees

Global Wealth Advisors is a small independent financial services firm based in Lewisville, Texas, serving clients in the Dallas–Fort Worth area. The firm uses a team-based planning method described as Plan, Prosper, and Protect, and coordinates with clients' CPAs and attorneys as part of its process. Its services combine investment management, retirement planning, and insurance considerations to align with clients' evolving financial needs and life events.

In August 2025, Global Wealth Advisors announced a partnership with Financial Design Group, Inc., with Republic Capital Group acting as exclusive investment banking advisor to the firm in collaboration with Merit Financial Advisors. Securities are offered through Commonwealth Financial Network, with advisory services provided by Global Wealth Advisors, and fixed insurance products are offered through CES Insurance Agency or Global Wealth Advisors.

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