Independent Financial Advisors Serving Keller, TX Families

Keller families are building serious wealth — and the last thing they need is advice shaped by a product quota. Victory Financial Group is a fiduciary, independent RIA serving Keller and the broader northeast Fort Worth area. We work across your full financial picture: investments, retirement, taxes, estate, and insurance. No proprietary products. No franchise playbook. Just advice built around your situation.

Why Keller Families Are Rethinking Who Manages Their Money

The financial advisor landscape in Keller is crowded with franchise offices and captive brokers — advisors who can only recommend products their firm approves. That model works fine for the firm. It rarely works best for the client. As a registered investment advisor operating under a fiduciary standard, we are legally and professionally obligated to put your interests first, every time. That distinction matters more the more complex your financial life becomes.

Comprehensive Financial Planning for Keller Residents

Whether you are in the thick of the wealth-accumulation years or beginning to think seriously about retirement, a financial plan should do more than manage a brokerage account. We work with Keller clients on:

 

  • Retirement income planning and timeline modeling
  • Tax planning and asset location strategy to reduce drag across your accounts
  • Estate planning coordination and beneficiary structure review
  • Life, disability, and long-term care insurance analysis
  • Investment management aligned to your goals and risk profile

 

Every engagement starts with a clear picture of where you are today and a 12–18 month roadmap for where we are taking you.

What Sets an Independent RIA Apart from a Captive Broker

There is a meaningful structural difference between an independent RIA and a franchise or captive brokerage model — and it directly affects the advice you receive.

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Contact Us Today

Victory Financial Southlake is an independent member of the Victory Financial Group network. Rodney Tracer and Daniel Paschke are senior advisors with a combined two decades of experience serving families and business owners across the DFW area. To learn more about our approach, visit our contact page.

The Victory Financial Strategy

How We Work with Keller Clients

Our process is designed to remove the guesswork from financial planning and replace it with a structured, transparent engagement from the first conversation forward.

The Right-Fit Consultation

We start with a 15-minute call — not a sales pitch. The goal is to understand your situation and confirm we are the right fit before either of us commits to anything further.

Full Financial Picture Assessment

Before any recommendations are made, we map your complete financial life: income, assets, liabilities, tax exposure, insurance coverage, and estate documents. Most clients find gaps they did not know existed.

Personalized Planning Roadmap

You receive a written 12–18 month roadmap that sequences priorities, sets timelines, and establishes clear benchmarks. You always know what we are working on and why.

Ongoing Advisory Relationship

Financial planning is not a one-time event. We meet with clients regularly to review progress, adjust for life changes, and ensure your plan stays current as your circumstances evolve.

Coordinated Specialist Network

When your situation calls for an estate attorney, CPA, or property and casualty insurance specialist, we coordinate those relationships directly — so nothing falls through the cracks between advisors.

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Daniel Paschke

Senior Advisor
Daniel is a dedicated financial advisor specializing in crafting customized strategies for families and small businesses. With a deeply individualized approach, he tailors solutions to match each client's unique goals and aspirations. Leveraging an independent platform, he offers limitless flexibility to find the best-fit solutions for their needs. Whether clients are planning for retirement, wealth accumulation, or asset protection, he is committed to empowering them with informed decisions. 
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Rodney Tracer

Partner
Rodney Tracer is a seasoned financial professional and specializes in working with families and businesses. With 15 years in the business, he takes a hyper-personalized approach, aiming to understand each client's unique goals and concerns. Operating on an independent platform allows him the flexibility to create customized plans tailored to individual aspirations. With a commitment to excellence, he empowers clients to navigate their financial journey with confidence, providing unparalleled service and support.
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Nicole Goodspeed

Client Relations Manager
Nicole Goodspeed is a dedicated and experienced Client Relations Manager with a passion for fostering strong client relationships. Over the past 8 years, she has brought a wealth of expertise to her role, ensuring a seamless and positive experience for clients from start to finish. She serves as a trusted point of contact, offering guidance and support to clients as they navigate the various stages of financial planning. Her approach is not only professional but also empathetic, recognizing the importance of building lasting relationships based on trust and transparency.
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Serving Keller and the Northeast Fort Worth Area

Our office is based in Southlake, just minutes from Keller. We serve clients throughout the northeast Fort Worth area, including families in Trophy Club, Colleyville, Westlake, Grapevine, and Flower Mound. If you are looking for a financial advisor near Keller who knows this market and this community, we are close by and ready to meet.

Frequently Asked Questions

Questions Keller Residents Ask Before Hiring a Financial Advisor

  • What does it mean that Victory Financial Group is a fiduciary?

    As a fiduciary, we are legally required to act in your best interest — not the interest of a product manufacturer or our firm's revenue targets. That standard applies to every recommendation we make, every time.

  • How is an independent RIA different from an Edward Jones or similar franchise advisor?

    Franchise and captive broker models limit advisors to products and strategies their parent company approves. As an independent RIA, we have no such restrictions. We can recommend whatever serves your situation best, drawing from the full range of available options.

  • Do you work with clients who are still accumulating wealth, or only those near retirement?

    Both. A significant portion of our Keller clients are in their 40s and 50s, actively building wealth while also beginning to plan for retirement. Starting a comprehensive plan during the accumulation phase typically produces better outcomes than waiting until retirement is imminent.

  • What does retirement planning look like for someone in Keller with 10–15 years until retirement?

    At that stage, the focus is on tax efficiency, investment structure, and income modeling. We work through questions like: How much do you need to retire on your terms? Which accounts should you draw from first? How do you minimize the tax burden on distributions? That planning window is where the most impactful decisions get made.

  • How do I get started with a financial advisor near Keller, TX?

    The first step is a 15-minute right-fit consultation — a short call to discuss your situation and confirm we are a good match. There is no obligation and no cost. You can schedule directly through our website or reach us by phone or contact form.