Meet Diana Bacon
As a Senior Financial Advisor at Apella, Diana has built an advisory practice based on her passion for helping and educating others.Read More
Apella’s Dallas team is committed to building lasting relationships based on trust. We focus on each client’s unique needs and concerns, and addressing these needs through customized, comprehensive wealth management plans.
In addition to offering objective advice based on each client’s personal circumstances, we emphasize education to inform the decision-making process. Knowledge is a powerful tool for clients focused on achieving their long-term financial goals.
Our team has extensive experience working with corporate executives and their families. Our team also has been serving younger clients just starting to build wealth, women in transition and LGBTQ+ clients in Dallas. Our firm began in 2006 as Bacon Financial Management, and we joined Apella in 2020. Today, we can bring all of Apella’s vast resources to bear, including investment research and educational tools, as we continue to offer the high touch service our clients have come to expect.
No matter where you are in your journey, we can help you anticipate and prepare for life’s financial challenges. For clients who may have been underserved by traditional firms, we offer unique insight into your individual circumstances, Whether you’re a widow struggling with financial decisions, a newly divorced woman seeking to establish a secure future, or a same-sex couple planning for retirement, we can help you create a plan to achieve your most important financial goals with confidence.
We’re committed to putting our collective knowledge and experience to work for you.