New Dimensions Wealth Management

New Dimensions Wealth Management

New Dimensions Wealth Management was founded in 2010 by Lance Alston, a Certified Financial Planner who previously served as President and Partner at JWA Financial Group and began his career in 1998 at Carter Financial Management, one of the first firms to promote comprehensive financial planning in Dallas. Alston built the RIA around a transparent fee model and a conviction that financial planning — not product sales — drives client outcomes. The firm operates from a single office in Allen, Texas, serving individuals and high-net-worth families predominantly in the greater North Texas region. Strategy at New Dimensions flows from a financial planning chassis. The firm layers retirement planning, investment management, risk analysis, tax-aware positioning and real estate guidance onto a base plan, but its investment approach is deliberately uncomplicated. Alston's public commentary and the firm's published materials stress simplicity — use of low-cost instruments, avoidance of market-timing, and a philosophical alignment with the Bogle-era view that complexity rarely serves the end investor. Asset-class exposure spans public equities, fixed income and real estate, though the firm does not publish a proprietary fund or vehicle. Client portfolios are individually managed against plan-driven asset allocations rather than pooled into in-house funds. Alston leads a lean team alongside Director of Financial Planning Tiffany Finney-Johnson, who joined in 2012, and Director of Operations Joy Christensen, who reunited with Alston and Finney-Johnson in 2024 after years at JWA Financial Group and Beaird Harris Wealth Management. The three previously worked together at JWA, giving the leadership a long-tenured, familiar operating core. Alston has been named to D Magazine's "Best Financial Planners in Dallas" list in every survey since 2004. The firm distributes a complimentary book, *Wealthfulness*, authored by Alston, as a client-acquisition and educational tool. No separate philanthropic foundation or club affiliation is disclosed. New Dimensions is shaped by its post-acquisition independence. The firm's principals previously operated inside JWA Financial Group until its acquisition by Buckingham Asset Management, a large consolidator. They chose to re-form as a standalone RIA rather than remain inside an aggregator — a structural choice that defines their posture: owner-operated, advice-centric, and sized to avoid the platform economics that drive larger registered investment advisors toward product manufacturing or in-house asset management.