Noble Advisors is a financial planner in Dallas, TX. The firm serves individual investors by providing independent investment management, tax planning, business planning, and estate planning. Paul Nouri, CFP, founded the company in 2009 after establishing an institutional hedge fund in 2008. He holds a Bachelor of Science in Finance from Rensselaer Polytechnic Institute and an MBA from Yale's School of Management. Noble Advisors focuses on producing steady capital appreciation and dividend income while minimizing exposure to extreme market moves. The firm takes an individualized approach to directing client investment allocations, aiming to remain steady throughout market cycles.
The financial planning process at Noble Advisors begins with engaging with the client to discuss goals, followed by gathering data and analyzing the client's situation. The firm then develops a comprehensive financial plan and implements and monitors it. Beyond core investing, the firm offers tax planning and analysis to maximize investment returns over a lifetime, considering the long-lasting impacts of decisions on purchasing property, starting a business, or selecting investment accounts. For clients with entrepreneurial interests, the advisor provides industry research and highlights opportunities, risks, and potential tax incentives associated with business investments. Estate planning services include reviewing gift and estate strategies and evaluating life insurance options to provide peace of mind. Paul Nouri also founded the Aibtikar Foundation in 2017 to develop and fund innovative solutions for child empowerment and mental health promotion.
The office is located at 325 North St. Paul Street, Suite 2040. It sits in a central Dallas neighborhood, just a short walk from Pacific Plaza, a nearby park, and the Saint Paul train station. The Majestic Theatre and the public artwork known as the Map of Dallas are also within a quarter mile of the office.
Noble Advisors holds a perfect 5.00 rating from the customers who have reviewed it. This positive feedback reflects the firm's reputation for providing candid, independent advice and a steady approach to managing client assets in the Dallas area.