Sign in Subscribe
Financial services

Stokes Family Office Expands into Texas with Addition of Daniel Becker as Managing Director and Wealth Advisor

Strategic Insights

— 1 min read

Stokes Family Office, a leading wealth management firm, has announced the opening of its first Texas office in Dallas, led by Managing Director and Wealth Advisor Daniel Becker. Becker, a seasoned wealth manager with over a decade of experience, joins the firm from Strata Wealth Advisors, where he specialized in comprehensive financial planning for high-net-worth clients. Becker's expertise and commitment to client service will strengthen Stokes Family Office's ability to deliver innovative solutions to families in the DFW Metroplex.

Key Takeaways:

  • Stokes Family Office, a SEC-registered investment adviser, has opened its first Texas office in Dallas, led by Daniel Becker as Managing Director and Wealth Advisor.
  • Becker has over a decade of experience in wealth management, specializing in comprehensive financial planning, including investment, tax, and estate planning.
  • He joins Stokes Family Office from Strata Wealth Advisors, where he served as Wealth Advisor.
  • Becker is actively involved as a board member for the Dallas chapter of St. Jude and is a Certified Financial Planner (CFP).
  • Stokes Family Office is a 100% family-owned and SEC-registered investment adviser, committed to providing wealth management, retirement planning, family office, and other financial services to high-net-worth entrepreneurs.
  • The firm approaches the complexities of wealth management with a modern, innovative point of view and offers clients transparent guidance to simplify their financial lives.

Statistics:

  • Stokes Family Office has expanded into the Texas market with the opening of its first office in Dallas.
  • Daniel Becker has over 10 years of experience in wealth management.
  • Stokes Family Office is a 100% family-owned and SEC-registered investment adviser.
  • The firm serves high-net-worth entrepreneurs and executives, offering wealth management, retirement planning, and family office services.

Sources:

  • "Stokes Family Office Expands into the Texas Market with Addition of Daniel Becker as Managing Director and Wealth Advisor in Dallas." PR.com, August 31, 2025.
  • "About Stokes Family Office." Stokes Family Office, LLC, stokesfamilyoffice.com.

Read more