W. P. Richardson

Founder, Texas Financial Partners
Whitley Penn Financial Services

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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.”


  • Graduated fromTexas Christian Universityin 1985 with a degree in Business Management while lettering in golf.


  • After graduating from TCU, W.P. worked in a family business for one year.
  • Started in the life insurance industry in 1987 specializing in advanced wealth transfer strategies.
  • Joined Whitley Penn Financial, LLP in 2002.
  • Extensive background in comprehensive planning for small business continuity, wealth transfer strategies, estate planning, and long term disability


  • Chartered Life Underwriter
  • Certified Family Business Planning Specialist from The American College
  • Mutual Funds and Variable Annuities Representative (Series 6) and Uniform Securities Agent State Law License (Series 63)

Community Leadership

  • Past Board Member and officer for The Big Brothers and Big Sisters Organization of Tarrant County
  • Member of the TCU Ex Lettermen’s Association
  • Past President and Chairman of the Board at Ridglea Country Club
  • Current Board Member of The Envoy Hospice Foundation


  • W.P. and Alicia have two children, Andrew and Rylie.

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