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Halcyon Wealth Advisors, LLC Employee Directory

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.

Find Halcyon Wealth Advisors, LLC employees' phone numbers or email addresses

Halcyon Wealth Advisors, LLC Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Halcyon Wealth Advisors, LLC's Leadership

  • Stylized image of a person
    B. M.
    Manager
    Phone icon
    Mobile Phone

Halcyon Wealth Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Halcyon Wealth Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. M.
    Manager
    Phone icon
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Halcyon Wealth Advisors, LLC known for?

Minus sign iconPlus sign iconHalcyon Wealth Advisors, LLC operates in the Financial Services industry. The company's main headquarters is located in 6565 North Macarthur Boulevard Suite 460 Irving, Texas 75039 United States. Explore Halcyon Wealth Advisors, LLC's company overview page for more information.

What is Halcyon Wealth Advisors, LLC's most common email format?

Minus sign iconPlus sign iconHalcyon Wealth Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Halcyon Wealth Advisors, LLC email formats with LeadIQ.

How many employees does Halcyon Wealth Advisors, LLC have currently?

Minus sign iconPlus sign iconHalcyon Wealth Advisors, LLC has approximately 5 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Halcyon Wealth Advisors, LLC's key employees and leadership?

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As of June 2026, Halcyon Wealth Advisors, LLC's key employees include:

  • Manager: B. M.

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