WE HAVE A PHILOSOPHY OF PARTNERSHIP WITH OUR CLIENTS
At our core, we believe financial planning is more than just numbers—it’s about seeing the years you’ve spent working and saving lead to a confident retirement. We understand that the true measure of a financial planner’s value lies not only in their skill and experience but in their ability to build a personal connection with each client. This is why we limit the number of clients we work with to those who share our commitment to a deep, trusting relationship. Trust is built on understanding, and understanding comes from truly getting to know the people we help.
Based in Dallas, our focus is on guiding pre-retirees and retirees through the complexities of retirement planning, offering strategies that minimize taxes and maximize returns on your investments. As an independent, fee-only CFP® professional, I am committed to providing objective advice. My fiduciary pledge and compensation structure shows that my only focus is on what’s best for you. My background as a teacher has honed my ability to communicate complex financial concepts in simple, clear terms. I also teach a free tax course at a community college, underscoring my passion for helping people navigate their financial futures with confidence and clarity.
At Worth Asset Management, we are more than just financial advisors; we are your partners in pursuing a stable and enjoyable retirement.
See how we’ve supported others on their financial journeys—read our client testimonials.
ABOUT JOE
Joe Dowdall is a CERTIFIED FINANCIAL PLANNER® professional at Worth Asset Management, a financial services company in Dallas, TX, that provides a wide range of wealth management services. With over 20 years in the financial services industry, Joe is a fiduciary who creates customized financial plans for people nearing or in retirement—to help them build and safeguard their wealth through all life stages. He specializes in tax-efficient retirement planning and desires to offer clients the best financial planning experience while developing a friendship based on mutual respect.
Joe has an education degree from the State University of New York and an MBA in finance from Saint Joseph’s University. In addition, he has obtained the CERTIFIED FINANCIAL PLANNER®, Retirement Income Certified Professional®, Chartered Retirement Planning Counselor℠, and Certified College Financial Consultant (CCFC) designations. Joe resides in Frisco, TX, with his wife, Leila, and their two daughters. During his free time, he enjoys traveling with family, exercising, and hiking the national parks. To learn more about Joe, connect with him on LinkedIn, Facebook, and YouTube.