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.
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.
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.
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.
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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Promus Asset Management, LLC is a registered investment advisor. Investment Advisory Services are offered through Promus Asset Management, LLC, which is independently owned and operated, and separate from Promus Advisors, LLC. Promus Asset Management, LLC will never be paid on products, commissions or referrals.
Pershing Advisor Solutions is a registered broker-dealer, and is not affiliated with any Promus entity nor with any advisor whose name appears on this website. Pershing Advisor Solutions neither endorses nor recommends any particular advisor or investment strategy suggested by either Promus Advisors, LLC or Promus Asset Management, LLC. Pershing Advisor Solutions has agreements with Promus Asset Management, LLC under which Pershing Advisor Solutions provides custodial services related to your account. Pershing Advisor Solutions does not review the Promus Advisors website, and makes no representation regarding the content of the website. The information contained in the Promus Advisors website should not be considered a recommendation by Pershing Advisor Solutions or a solicitation of any offer to purchase or sell securities.
Brandon Pope
Brandon has spent more than 32 years providing wealth and financial advice for nearly 100 of the nation’s wealthiest families, trusts, estates and foundations. His tenure began with the international accounting and consulting firms of KPMG and PriceWaterhouseCoopers. After 14 successful years on Wall Street, Brandon retired from Bernstein Global Wealth Management – a unit of AllianceBernstein L.P. whose combined assets total almost $600 billion – to form his own independent wealth advisory and consulting firm, Promus Advisors, LLC.
Brandon brings a unique perspective to wealth management, giving and stewardship. Having built and advised close to $1 billion in investment portfolio assets and total personal fortunes exceeding $3 billion, his mission is to engage, encourage and empower families to create their legacy through wealth management with a stewardship mentality and a fiduciary mindset.
Brandon challenges his clients to define wealth as financial, spiritual and social capital, being the product of a life long desire and accumulation of experiences, knowledge, resources and wisdom.
Pope balances his role as wealth advisor with writing, coaching, mentoring and speaking his message of service and giving across the nation, including well over 50 unique guest appearances on radio, television and in print. Brandon’s radio appearances have included Crown Financial Ministries’ MoneyLife Radio, the Moody Broadcasting Network, and Janet Parshall’s America. His television appearances have included Atlanta LIVE, Toronto’s 100 Huntley Street, and Dallas’ DayStar TV show Celebration. Brandon’s speaking venues include audiences in Canada, Vietnam, and China, and the Commencement Address to the UNC Chapel Hill Kenan-Flagler Business School’s Master of Accounting Graduating Class.
Brandon plays a passionate role in multiple organizations that serve local and international causes related to poverty, homelessness, education, hunger and prison ministry. He is a founding member of the North Texas Christian Foundation, serves on the Trinity Christian Academy Foundation Investment Committee, and is a past member of the Creative Council for Art House Dallas. Brandon’s work focuses on discipleship, conscious capitalism and social justice.
Holding a Bachelor of Science in Business Administration, and a Master of Accounting degree from the University of North Carolina at Chapel Hill, Brandon is truly a student of his profession, gathering the following designations and licenses: Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Personal Financial Specialist (PFS) and Chartered Life Underwriter (CLU®).
Brandon and his wife of 30 years, Maria have a son, Jackson, and a daughter Rachel. They enjoy traveling, golf, food and entertaining. Brandon and Maria have lived in Dallas since 1993.
Joshua Prince
Joshua Prince serves as Senior Wealth Manager at Promus Advisors. He has spent more than 15 years providing wealth and financial advice for some of the nation’s wealthiest families, trusts, estates and foundations. Joshua spent time with Global Asset Management firms, Alliance Bernstein and Northern Trust. Among his responsibilities, he trained financial advisors nationwide on complex wealth planning strategies for affluent families. It was during his 7-year tenure with Alliance Bernstein where Joshua met and worked directly with Brandon Pope, the founder of Promus Advisors, whereby their collective stewardship managed and advised close to $1 billion in investment portfolio assets and total personal fortunes exceeding $3 billion.
Being raised in a small town in Texas, Joshua brings a unique perspective and philosophy to wealth management, stewardship and wealth transfer. It was during those years he learned the value of hard work, discipline, respect, faith, and the challenges that families face in creating a legacy that extends beyond just financial freedom. He has always had a passion for helping others and now uses that passion to help individuals with retirement, investment advice, tax management, education planning and estate and family legacy strategies.
Joshua’s long-standing commitment to unbiased, conflict free financial advice was often difficult to provide during his tenure with large financial institutions, whereby corporate profit and goals interfered with the best advice for the underlying client. When he had the opportunity to reconnect with his colleague and mentor Brandon Pope and join Promus Advisors, Joshua finally found the environment whereby he could provide independent solutions truly tailored to each client’s situation.
Joshua graduated from Texas Tech University with a Bachelor of Science in Personal Financial Planning and is a CERTIFIED FINANCIAL PLANNER™. Joshua and his wife Kristen have three children, Aubrey, Cole and Drew and live in Allen where they are active in the community coaching sports and volunteering at their children’s school. As a native Texan, Joshua and his family have a passion for the outdoors and a love for all sports.