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Personal financial management advisors in Dallas, Ross & Blumenthal office

Contact Dallas - Ross & Blumenthal

Get personal with us in our Dallas - Ross & Blumenthal office

Your financial planning needs are unique. So is our expert team of 24 financial advisors, led by Brandon M. Ross, CFP® and Jonathan "Jon" Blumenthal, CFP®. Our firm combines all the resources of Goldman Sachs and years of expertise in retirement planning, investment planning and tax planning to provide the dedicated, one-on-one experience you’re looking for. Together, we get personal to help you live the life you want.

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Meet our Ross & Blumenthal financial advisor team in Irving, Dallas

Jonathan Doshier

VICE PRESIDENT, SENIOR WEALTH MANAGER

Lane Lamb

VICE PRESIDENT, SENIOR WEALTH MANAGER

Joshua B. Smith

VICE PRESIDENT, SENIOR WEALTH ADVISOR

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