Our mission?

We’re here to engage, encourage and empower families to create their legacy, by preparing their beneficiaries, and managing their wealth with a stewardship mentality and a fiduciary mindset.

We seek lifetime clients and employees, not simply transactions. Fewer clients, with more time spent with each client, equals deeper client relationships.

Promus Advisors, in our personal and business lives, seek to practice the following principles:

Independence (in·de·pend·ence), n.

Promus Advisors, acting conflict free and solely as our client’s agent, will not receive fees or commissions from any product or service we recommend. In addition, we will fully disclose and fairly manage, in our client’s favor, any unavoidable conflicts of interest that may arise during our engagement.

Objectivity (ob·jec·tiv·i·ty), n.

We will provide honest and impartial advice and services that are always in the best interest of the client without distortion by personal feelings, prejudices or potential compensation.

Integrity (in·teg·ri·ty), n.

Promus Advisors recognizes personal integrity as essential to client trust and demands a commitment to absolute honesty-never being swayed by personal gain. Integrity cannot co-exist with deceit or departure from one’s principles.

Let us know if you share these principles. We’re always looking to work with likeminded partners.

HOW WE CAN HELP

Our Process

We believe to have success in anything in life you need to set goals and then develop a strong actionable plan to meet those goals. As the saying goes, “Hope is not a strategy” and that is where we can assist. We help our clients define their goals, assess their resources, strategize on how to successfully reach your goals, build a plan and implement our strategy.

Wealth Planning

In the planning process you have many difficult decisions to make in your life and you need a professional with the expertise and experience to manage and prioritize those tough choices with you.

Investment Management

For most clients, having a successful plan means building wealth through savings and investments. Our firm helps clients build a portfolio that is unique to their risk tolerance and short- and long-term goals. Since we are independent and only serve our clients best interest, we have access to some of the most prominent and well-respected asset management firms in the world. We are not bound by our own products and only use managers who meet our strict standards.

Clients desire more than just return. Performance is secondary.

Economic uncertainty is certain.

We have choices: Ourselves or Others.

Forecasting is difficult, especially about the future.

Lifestyle drives debt decisions.

Giving breaks the power of money.

A quest for more is never fulfilling.

One will always realize “How much is too much” after the fact.

Debt presumes the future, which is unknown and unknowable.

Self worth is not net worth.

No regrets of the past. No envy in the present. No fear of the future.

Money is a test(imony).

Diversification works most of the time.

A legacy begins today.

Past performance is no guarantee of future results.

Focus on making a life, not just a living.
Economic prosperity is certain only in retrospect.

ABOUT PROMUS

A Salesman Is Not a Steward

Recognizing net worth does not indicate self worth. Our trusted advisors seek to give families of wealth no regrets of their past, no envy of the present and no fear of the future. Success is not defined solely by performance or earnings, but any number of tangible and intangible benchmarks.

Our mission is to encourage and empower families to create their legacy, prepare their beneficiaries and manage their wealth with a stewardship mentality.

Quality. Not Quantity.

We seek lifetime clients and employees, not simply transactions. Fewer clients, with more time spent with each client, equals deeper relationships. Your goals become our goals with unwavering allegiance to integrity, and absolute dedication to objectivity.

A salesman must create activity. A steward invests in trust.

FROM THE TOP DOWN

Our leadership has decades of experience both on Wall Street and providing wealth and financial advice for nearly 100 of the nation’s wealthiest families, trusts, estates and foundations.

Meet our founder:

Brandon Pope

Having built and advised nearly $1 billion in investment portfolio assets and total personal fortunes exceeding $3 billion, Brandon brings a unique perspective to wealth management, giving and stewardship. He carries the following designations and licenses: Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®), Personal Financial Specialist (PFS) and Chartered Life Underwriter (CLU®).

Brandon has been asked to speak both locally and internationally, from Ho Chi Minh City to Shanghai to his home in Dallas, Texas, and has numerous writings on the subject of true wealth. He passionately serves causes related to poverty, homelessness, education, hunger and prison ministry.

Read Brandon’s Full Bio Here

Brandon Pope

Having built and advised nearly $1 billion in investment portfolio assets and total personal fortunes exceeding $3 billion, Brandon brings a unique perspective to wealth management, giving and stewardship. He carries the following designations and licenses: Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®), Personal Financial Specialist (PFS) and Chartered Life Underwriter (CLU®).

Brandon has been asked to speak both locally and internationally, from Ho Chi Minh City to Shanghai to his home in Dallas, Texas, and has numerous writings on the subject of true wealth. He passionately serves causes related to poverty, homelessness, education, hunger and prison ministry.

Read Brandon’s Full Bio Here

Joshua Prince

With more than 15 years providing wealth and financial advice for the nation’s wealthiest families, trusts, estates and foundations, Joshua firmly grasps the value of hard work, discipline, faith, and the challenges that families face in creating a legacy that extends beyond just financial freedom.

Joshua holds a long standing, unwavering commitment to unbiased, conflict-free financial advice. He challenges his clients to define their legacy based on sharing the life long accumulation of experiences, knowledge, resources and wisdom from a financial, spiritual, and social perspective.

Read Joshua’s Full Bio Here

Joshua Prince

With more than 15 years providing wealth and financial advice for the nation’s wealthiest families, trusts, estates and foundations, Joshua firmly grasps the value of hard work, discipline, faith, and the challenges that families face in creating a legacy that extends beyond just financial freedom.

Joshua holds a long standing, unwavering commitment to unbiased, conflict-free financial advice. He challenges his clients to define their legacy based on sharing the life long accumulation of experiences, knowledge, resources and wisdom from a financial, spiritual, and social perspective.

Read Joshua’s Full Bio Here

In truth, this isn’t about us.

At the end of the day, we’re here to serve you. Contact us today so that we can learn more about you and your financial goals.

We look forward to hearing from you.

In truth, this isn’t about us.

At the end of the day, we’re here to serve you. Contact us today so that we can learn more about you and your financial goals.

We look forward to hearing from you.

CONTACT US

We’re here for you.

Whether to schedule a complementary review of your portfolio or to simply speak with a seasoned financial expert, we’re here to serve. Call us directly or email to reach out. We pledge to be in touch within twenty-four hours.

Promus Advisors, LLC
8226 Douglas Avenue
Suite 650
Dallas, TX 75225

main: (214) 612-5750
fax: (214) 594-0054
email: info@promusadvisors.com

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