We treat our clients like our closest family members.
Join our family.

Kindred Stephens
Financial Group

Co-founders Valli Kindred and Chad Stephens have nearly 60 years of combined experience in the financial services industry. Many of the relationships we have with our clients extend through multiple generations.

 

Community
Involvement

Our clients include some of the most prominent people in Dallas, and we cherish the relationships we’ve built with them. We work closely with these loyal and charitable clients to ensure our community continues to prosper.

Strategic Team
Structure

Our mission is to help affluent individuals and families build, manage, and preserve wealth through Planning-Based Portfolio Management. A custom financial plan will provide the roadmap to make your financial goals and life dreams a reality.

 

Grow With Us.
Leave A Legacy

Our client base continues to grow as we network and receive referrals—and we appreciate these strong relationships. As we enhance our service model, learn how you can go independent with Kindred Stephens.

Distinctions

Top Wealth Manager by D Magazine, 2012, 2013, 2014, and 2015
As seen in The Scout Guide of Dallas, TX
Named by Texas Monthly as Five Star Wealth Managers