Wave Wealth Management

Wave Wealth Management is a financial planner in Frisco, Texas, offering personalized retirement planning, investment management, tax planning, business planning, and family office services. The firm serves individuals and families across Frisco and the broader Dallas metro area, focusing on comprehensive financial planning that prioritizes clients’ long-term goals. With a 5.00 rating and a strong reputation for client satisfaction, Wave Wealth Management is known for its fiduciary commitment and independent approach to wealth management.

Founded in 2016, Wave Wealth Management was established to provide clients with an alternative to traditional, commission-driven financial advisory models. The firm operates as a registered investment advisor under a fiduciary standard, ensuring that client interests are always prioritized. The team includes Ben Jones, CFP®, CIMA®, CPWA®, EAPresident & Founder, Davis Madison, RFC®, and Tyrsa Speicher, Director of Client Service & Operations. The firm emphasizes transparency, long-term planning, and strategic wealth guidance, with services designed to help clients manage complex financial decisions across generations.

Located on Parkwood Boulevard in Frisco, Wave Wealth Management is situated just a short walk from the Frisco Police Department and Stonebrook Parkway, approximately 0.3 miles from both Frisco High School and the Dallas North Tollway. The office lies near Stewart Creek, a local river, and is positioned within a commercial corridor that serves the city’s growing professional community.

The firm is recognized for its integrity and expertise, with its founder listed as an IWI Certified Private Wealth Advisor and featured in D Magazine’s Best Financial Planner and Money’s Best Financial Planners. These acknowledgments reflect the firm’s standing as a trusted advisor in the region, known for its client-centric philosophy and independent, unbiased approach.

Wave Wealth Management stands out in Frisco’s financial services landscape by combining deep expertise in retirement and tax planning with a commitment to personalized, long-term financial success for families and professionals.