Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Joel Barron
Owner/Senior Wealth Advisor
Joel Barron has been in the financial services industry for over 20 years. After graduating from TCU with a degree in Finance he moved to Dallas, TX where he began his career at Banc One Securities which is now known as J.P Morgan Wealth Management. In 2010 he changed firms and joined Wells Fargo Advisors. After spending 20 years with major retail brokerage firms he made the decision to become an Independent Financial Advisor and open his own firm, Oriented Wealth Management. Becoming an Independent Financial Advisor has permitted Joel to forge a deeper relationship with clients and put their interests above corporate and retail interests. His licenses include FINRA Series 7, 6, 66, 63 and is insurance licensed.
He loves getting to know what's important to his clients and the gradual process of earning their trust. The personal relationships he has developed for the past 20 years mean everything to him and he considers it a privilege and honor to have helped countless people meet and achieve their financial objectives.
Joel is a full-time minister and elder in a local Dallas congregation and finds purpose in helping others. Lastly, he is the proud father of his two children Luke and Stella.
Wendy Barron
Senior Client Associate
Wendy Barron is native to Dallas. She has years of experience in the customer service industry and loves interacting with our clients and being able to personally connect with them. Her job is to make everything as convenient as possible for clients to ensure they get the experience they deserve.
Wendy also attends a local congregation with her family and shares in the full-time ministry. She also happens to be a talented artist.
Get to know the Barron Family
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.