We treat our clients like our closest family members.
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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.



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

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.



Chad Stephens has been represented in Texas Monthly for 10 consecutive years (2012 – 2021) as a Five Star Wealth Manager

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria.  Eligibility criteria – required: 1. Credentialed as a registered investment advisor or registered investment advisor representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment advisor firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.  Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.  Award does not evaluate quality of services provided to clients.  Once awarded, wealth managers may purchase additional profile ad space or promotional products.  The Five Star award is not indicative of the wealth manager’s future performance.  Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets.  The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication.  Working with Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.  For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.  3,133 Houston-area wealth managers were considered for the award; 173 (6% of candidates) were named 2021 Five Star Wealth Managers.  2020: 3,219 considered, 174 winners; 2019: 2,992 considered, 209 winners; 2018: 3,114 considered, 218 winners; 2017: 2000 considered, 228 winners; 2016: 1763 considered, 437 winners; 2015: 2289 considered, 408 winners; 2014: 3958 considered, 410 winners; 2013: 3001 considered, 504 winners; 2012: 2105 considered, 425 winners.

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals