Bradley Stewart, CRPC, APMA

Bradley Stewart, CRPC, APMA Wealth Management Advisor
Accredited Portfolio Management Advisor
Chartered Retirment Planning Counselor

Wealth Management Advisor at The DFS Financial Group

Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. The DFS Financial Group and Cambridge are not affiliated

Attention Estate Executors: Do you know about the Alternate Valuation Date?
06/08/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

What should you look for in a personal finance app?
06/05/2026

What should you look for in a personal finance app?

An increasing number have been developed to help individuals with their personal finances.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

"The Exemplary Standard Of Wealth Management & Investment Services"Ask me about our Five D's to Financial Success financial planning process!

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
06/03/2026

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Explore how inflation has affected purchasing power over the decades with this historical tool.
06/01/2026

Explore how inflation has affected purchasing power over the decades with this historical tool.

See how the purchasing power of a dollar has changed over time due to inflation.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
05/29/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
05/27/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

How much is enough for your emergency fund?
05/25/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
05/22/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
05/20/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Address

5000 Riverside Drive, Building 6, Suite 100E
Irving, TX
75039

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19724172900

Website

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