The Farris Group
15770 North Dallas Parkway
Suite 650
Dallas, TX 75248
Justin Farris CFP® - Partner
Mr. Farris serves clients by providing retirement planning, estate planning strategies, investments, and risk management advisory services. He also develops the investment strategies and handles the portfolio management for our investment portfolios. He has spent his entire career helping high net worth families and businesses manage their financial affairs.
Prior to establishing The Farris Group, Mr. Farris was a Financial Advisor with Raymond James and Associates where he obtained the CERTIFIED FINANCIAL PLANNER™ professional designation. Prior to Raymond James and Associates, he began his career at Wells Fargo Bank managing the assets and liabilities for affluent individuals. Mr. Farris is a graduate of Rice University, where he received a BA in Economics and also played for the Rice University baseball team.
Jim Farris – Partner
Mr. Farris develops and manages client relationships with a specific focus on helping private business owners with their unique needs including retirement planning, insurance needs and cash management. Jim entered the financial services industry after spending 30 years as an Executive Vice President with a large industrial distribution company. He attended Southern Methodist University where he played football and graduated with a BBA. Mr. Farris is actively involved with the SMU Letterman’s Association, the Dallas Arboretum and the Dallas Museum of Art.
Our Mission
Our company, with a commitment to integrity, customer service, and professional partnerships, aims to provide high-quality personal financial planning and investment management services that minimizes our clients financial concerns, preserves long term wealth, and allows our clients the opportunity to achieve their financial goals
Our Financial Planning Process
Your experience will begin with an active dialogue to assess your immediate situation and future objectives.
Key topics covered will be:
- Current asset base
- Current and future cash flow needs
- Asset Protection
- Future desires
- State distribution strategies
This discussion is the foundation of your financial plan and its importance cannot be stressed enough. Without a thorough understanding of your situation and concerns we cannot address the issues appropriately. Once goals and future objectives are known, we model hundreds of scenarios and provide investment recommendations we believe will produce sufficient investment return over the long term while managing risks as much as possible.
Our objective is to help create a strategy whether you are still building your wealth, transitioning towards retirement, or simply living out your retirement dreams.
Investment Management
Portfolio management is an objective process that allows us to offer internally generated solutions. Our investment portfolios are generally allocated to our own investment ideas based on our proprietary research along with analysis on select Wall Street research and top hedge fund manager ideas. In addition, we will allocate a portion of our portfolios to various money managers who have exceptional track records against their peers in both good and bad markets. Depending on each client’s risk tolerance, we structure the portfolio allocating to each investment accordingly.
- Equities - We seek to invest in quality assets that we believe are trading at a discount to “traditional valuation criteria”. Target buy and sell prices are established based on this criteria and monitored on an ongoing basis to identify potential fundamental changes that would warrant removal from the portfolio.
- Fixed income - We search for high-quality, investment grade bonds that meet our objective to limit default risk. We will also utilize ETFs or 3rd party money managers to access high yield and foreign bond markets when deemed appropriate. Allocations to fixed income will mainly be structured around the income needs of the client. However, we may also use fixed income strategies in our portfolios in lieu of holding cash.
- Types of securities - Investments typically held or utilized in portfolios include stocks, bonds, mutual funds, ETFs convertibles, preferred stocks, options, publicly traded limited partnerships, and ADRs.
Thank you for your inquiry!
**Advisor Representatives are Registered Representatives and offer securities through Securities America, Inc. Member FINRA/ SIPC. Planning and Advisory Services available through Securities America Advisors,, Inc. The Farris Group and its affiliates are independent of Securities America Companies.
This site is published for residents of the United States only. Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investment and services mentioned are available in every state, Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact The Farris Group for information and availability.
All investments involve the risk of potential investment losses. The investor may receive less than the original invested amount. Determining which investments are appropriate for any individual investor will depend on his or her investment objectives and risk tolerance. Please discuss with your financial advisor all investment options and ensure you understand and are comfortable with the investments objective and risks before implementing any investment plan. The Farris Group pays Allfinancialadvisor.com on a per lead basis. This fee, however, is not accounted for or otherwise included in the advisory service fees charged to our clients.”
Please be aware that The Farris Group has a portfolio minimum of $100,000 to accept inquiries through this directory.
