Portrait of Tim Akers

Tim Akers CFP®

Wealth Advisor

Based in Dallas, Tim helps professionals, executives, business owners, and families bring greater clarity and coordination to retirement, inheritance, career changes, and other complex financial decisions

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings

Who Tim Typically Helps

Successful professionals and executives, business owners, individuals approaching retirement, families navigating inheritance or growing financial complexity, clients who value organization and a long-term planning relationship.

Serving Clients in

Dallas • Fort Worth • Plano • Frisco • Southlake • Communities throughout North Texas

Available nationwide through virtual meetings

Questions Tim Helps Answer

  • How can I create sustainable retirement income and spending?
  • When should I claim Social Security, and how should I plan for healthcare?
  • How can I coordinate tax, investment, and estate planning?
  • How should I handle an inheritance or business liquidity event?
  • How should a major career change affect my plan?

What Clients Say

As a Wealth Advisor at Mission Wealth, Tim Akers collaborates closely with his team to provide comprehensive financial planning services to clients. His responsibilities include conducting thorough analyses of client data, crafting personalized financial plans, and supporting wealth management reviews and year-end reporting. By leveraging his expertise and deep understanding of the financial landscape, Tim plays a critical role in helping Mission Wealth’s clients achieve their financial goals.

I am passionate about what I do because financial advice isn’t just about numbers, it’s about people, goals, and legacy. Helping clients navigate life’s complexities with confidence is what drives me every day.

Tim Akers, Wealth Advisor

Tim’s Frequently Asked Questions

Tim begins by listening carefully to understand each client’s story, priorities, concerns, and what they want their wealth to accomplish. He takes a comprehensive wealth planning approach, helping organize, coordinate, and simplify the financial decisions in their lives. Clients can expect plain language explanations, thoughtful guidance around important tradeoffs, and a clear plan designed to address the details while allowing them to focus on their family, career, community, and other priorities.

Professional Background

Tim began his career in public service, working as an EMT and later as a police officer, where he developed a strong foundation in discipline, service, and trust. He transitioned into the financial industry, bringing that same commitment to helping others as a wealth advisor. Tim started his financial career at Fidelity Investments, where he held a variety of roles that broadened his expertise and perspective. During this time, he also earned his Master’s degree and obtained his CFP designation, further strengthening his ability to serve clients with knowledge and professionalism.

Today, Tim enjoys helping clients navigate important financial decisions with clarity and confidence. He is passionate about building long-term relationships and creating thoughtful, personalized strategies that align with each client’s goals, values, and vision for the future.

Personal Pursuits

Tim most values spending time with his wife and two daughters, who are at the center of his life. When he’s not with his family, he enjoys working out with a focus on power movements and strength training. He also has a strong appreciation for the outdoors, often spending his time backpacking or camping whenever he has the opportunity.

Community Impact

Tim is passionate about giving back and actively volunteers at his local church, contributing wherever he is needed. He is committed to supporting his community and values opportunities to serve others and make a positive impact.

Connect with us

Here’s how the first steps work:

  1. 1 Request an introductory conversation
  2. 2 We learn about your goals and priorities
  3. 3 We determine if Mission Wealth is the right fit to help you move forward
Request an Introduction

Request an introduction.

Request an introduction.

By providing a telephone number and submitting the form, you are consenting to be contacted by SMS text message and agreeing to our privacy policy and disclaimers. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of further messaging. Reply HELP for more information.

Request an Introduction
to Tim Akers

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Tim and Mission Wealth may be the right fit to support your life and financial goals.