I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!
Tim Akers CFP®
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
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?
The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.
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’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.
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 Akers and Mission Wealth may be the right fit to support your life and financial goals.
Request an introduction
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor