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W. P. Richardson

Founder, Texas Financial Partners
Whitley Penn Financial Services

To reach W. P., please contact him at:
817.259.9030
wprichardson@texfp.com


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“Success can create its own set of problem. Many thriving businesses won’t have enough liquidity to survive the tax impact of ownership transfer. A successful business is often the largest asset in an estate, forcing a sale or liquidation to meet estate tax liabilities. Owners have to plan well in advance for any ownership transition within the family or the management team or outside buyers.”

William P. Richardson, Wealth Management Advisor, brings decades of financial wisdom to Texas Financial Partners. His extensive background in comprehensive planning encompasses small business continuity, wealth transfer strategies, estate planning, and long-term disability.

W.P. Richardson entered the world of life insurance in 1987, with a focus on advanced wealth transfer strategies. In 2002, he joined Whitley Penn Financial LLP as a wealth management advisor. Richardson is accredited as a Chartered Life Underwriter, a Certified Family Business Planning Specialist (The American College), and a Mutual Funds and Variable Annuities Representative (Series 6). In addition, he holds a Uniform Securities Agent State Law License (Series 63). As a past board member and officer for The Big Brothers and Big Sisters Organization of Tarrant County and past president and chairman of the board at Ridglea Country Club, Richardson currently serves as a member of the TCU Ex-Lettermen’s Association and the Envoy Hospice Foundation.

W.P. Richardson graduated from Texas Christian University in 1985 with a degree in Business Management—while lettering in golf. In his free time, Richardson enjoys golfing with friends, traveling with family, and rooting his daughter on during volleyball and cheerleading events at school. He and his wife, Alicia, have two children.

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*Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Not all persons listed can offer Securities and Investment Advisory Services. Texas Financial Partners is a member of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI). Kestra IS and Kestra AS are not affiliated with Texas Financial Partners, NFPISI, or any other entity listed.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872).

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