Protect Your Legacy.
Preserve the Lifestyle You’ve Worked Hard to Build.
Clarity, confidence, and custom financial strategies for those who value land, legacy, and independence.
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How We Help You Build and Protect What Matters Most
At Outrider Wealth & Financial Planning, we go beyond traditional financial advice. Based in Fort Worth, Texas, and serving clients across the country, we specialize in guiding individuals and families who value legacy, land, and lifestyle. Whether you’re running a business, managing property, or navigating a major transition, we bring clarity and custom strategies to support your goals.
Education
Our process starts with a mutual exploration of your financial history, values, and goals. Then we provide easy-to-understand information to facilitate your decisions and we explain the options and risks associated with each choice.
Partnership
We work collaboratively with you, helping you build a team of financial experts and providing coordination and oversight in the management of your financial world. In addition, we offer guidance and hold you accountable to your goals.
Objective Advice
We bring an outside perspective during life transitions to help you overcome the natural desire of making emotionally driven decisions in important money matters. We also work in your best interest at all times and act with integrity and empathy.
Convenience
We use advanced technology to streamline your experience and make life easier. With our secure client portal and video conferencing, we can accomplish more in less time. No need to commute – you can connect with us from anywhere.
Feel Confident in a Future You’ve Built with Purpose
No matter where you are in life, we take the time to understand what truly matters to you. From advanced tax strategies and retirement planning to legacy preservation, real estate, and investment income — we do the heavy lifting so you can focus on living life on your terms and securing your family’s future.
Specialized Solutions Built Around Your Life and Legacy
We believe true wealth means having the freedom to live life on your terms — while protecting what matters most for generations to come. Whether you’re managing land, running a business, or planning your next chapter, we’ll help define your vision, create a customized strategy, and walk with you every step of the way.
Financial Planning
We develop comprehensive strategies that reflect your values, lifestyle, and long-term goals — not just your numbers. From risk management to cash flow to future planning, we take a 360° view of your financial life.
Retirement Planning
We help you create a retirement income plan that fits your life — whether that includes property, mineral rights, ranch income, or alternative investments — with an emphasis on security, flexibility, and tax efficiency.
Investment Management
Our investment approach integrates traditional and alternative strategies — including options overlays, hard assets, and crypto — tailored for clients who want smarter diversification and income strategies.
Tax Planning
We go beyond tax prep with proactive planning — including land conservation opportunities, business structuring, and strategies for property owners, ranchers, and self-employed professionals.
Estate Planning
From ranch and land succession to family trusts and charitable giving, we help ensure your legacy is protected and passed on according to your wishes — with clarity and purpose.
1031 Exchanges
We assist with complex real estate strategies, including 1031 exchanges and multi-property transitions, helping investors preserve wealth while expanding their portfolios.
How Annuities Protect Your Retirement from Inflation
Planning for retirement requires a careful strategy to ensure financial stability in the face of uncertainties, and inflation is one of the biggest challenges retirees face. Over time, rising costs erode the purchasing power of savings, making it harder to maintain a...
Understanding Capital Gains and Losses
Understanding how capital gains and losses work is essential for anyone who invests in stocks, real estate, or other appreciating assets. When you sell an asset, the difference between your purchase price and the sale price determines whether you’ve made a gain or a...
How to Estimate Your Retirement Expenses and Plan Effectively
Planning for retirement is one of the most important financial undertakings in life. Yet, many people struggle with the question of how much they will need to cover their expenses while maintaining the lifestyle they envision. Estimating retirement expenses goes...
How Annuities Protect Your Retirement from Inflation
Planning for retirement requires a careful strategy to ensure financial stability in the face of uncertainties, and inflation is one of the biggest challenges retirees face. Over time, rising costs erode the purchasing power of savings, making it harder to maintain a...
Understanding Capital Gains and Losses
Understanding how capital gains and losses work is essential for anyone who invests in stocks, real estate, or other appreciating assets. When you sell an asset, the difference between your purchase price and the sale price determines whether you’ve made a gain or a...
How to Estimate Your Retirement Expenses and Plan Effectively
Planning for retirement is one of the most important financial undertakings in life. Yet, many people struggle with the question of how much they will need to cover their expenses while maintaining the lifestyle they envision. Estimating retirement expenses goes...