At Probity Advisors, Inc.®, our name reflects our guiding principle. Probity, by definition, means integrity and honesty. That’s what you can expect, in all facets of your relationship with our company.
…Integrity and Honesty. That's what you can expect, in all facets of your relationship with our company.
Probity Advisors, Inc. is a financial services firm based in Dallas, Texas. For more than 60 years, Probity has helped individuals, families and businesses manage their financial assets and resources in order to achieve financial independence and security. With expertise in customized portfolio management, financial and estate planning, retirement benefits consulting, risk management solutions and tax planning, Probity provides a comprehensive and integrated approach to managing and building wealth.
Probity’s team of Certified Financial Planners®, Chartered Financial Analysts®, and Chartered Financial Consultants® is committed to providing sound and unbiased advice to help clients optimize their complete financial picture with a coordinated estate, investment and tax strategy.
Wealth Services Alliance was created more than a decade ago to offer comprehensive financial and wealth management services to clients through an alliance of professionals — all working together in concert under a single organization. For example, most individuals juggle their financial lives managing a range of independent professionals. This includes a CPA for taxes, an investment advisor for portfolios, a financial planner for estate planning purposes, and an agent for risk management solutions. Subsequently, each advisor may work independently, without interaction and without communication with a client’s other trusted advisors. Consequently, this is often inefficient, requiring the individual client to unify and implement the advice from various professionals and specialists.
