Halcyon Wealth Advisors, LLC Email Format
Financial ServicesTexas, United States2-10 Employees
Halcyon Wealth Advisors is an independent financial services practice based in Irving, Texas. It provides personalized financial services, including financial planning, retirement planning, and executive benefits, with the aim of helping clients plan for financial security. The firm focuses on developing a roadmap to help clients reach their goals and make prudent decisions to improve their financial situation. Its clients are individuals seeking guidance on wealth building, funding a child's education, retirement planning, and estate protection. Operating in the financial services industry as an independent advisor, the firm emphasizes tailored strategies rather than product-centered approaches. In August 2025, Halcyon Wealth Advisors merged with LifeBridge Financial Group, and its operations were integrated into LifeBridge as part of the acquisition.