Business Details
46 Years
experience
Your Trusted Partner for Financial Advisers Solutions
At Diesslin Group, we have dedicated over four decades to providing objective, client-first financial advice rooted in transparency and integrity. Founded in 1980, our firm pioneered a fee-only fiduciary model that prioritizes client interests above all else. Our team of certified professionals brings specialized expertise in investment management, estate planning, tax strategies, and retirement planning, serving high-net-worth individuals, families, trusts, and businesses. We measure success by the financial clarity and peace of mind we deliver through personalized strategies tailored to each client's unique goals. Our collaborative approach ensures comprehensive wealth management, combining decades of experience with continuous innovation to navigate evolving market conditions.We maintain strict adherence to fiduciary standards, operating without commissions or hidden agendas to build long-term trust. Our commitment extends beyond individual clients to community initiatives, supporting financial education and socially responsible investing. With a proven four-step planning processDiscover, Design, Implement, Supportwe help clients preserve, grow, and transfer wealth confidently across generations. Our legacy of trust and expertise positions us as a reliable partner for clients seeking strategic financial guidance.
Services
Asset Management
Financial Planning
Estate Planning
Tax Planning
Retirement Planning
Insurance Planning
Charitable Giving
Investment Management
Legacy Planning
Risk Management
Details
- Year established: 1980
Highlights and features
- We have over 40 years of experience in fiduciary financial advising since 1980
- Our team includes CFP, CFA, and EA certified professionals
- We operate under strict fiduciary standards with no product commissions
- Our four-step planning process ensures comprehensive wealth management
- We maintain continuous portfolio oversight with market-responsive adjustments
What people say
Trusted, transparent advice
Excellent job making clients comfortable
Financial clarity and confidence
Proactive market management
Lifelong financial partnership
Services
Investment Management
We create diversified investment strategies tailored to individual risk profiles and financial goals. Our team continuously monitors market conditions to optimize portfolio performance while maintaining strict fiduciary standards. Clients receive regular performance reviews and strategic adjustments to ensure long-term growth and stability.
Estate Planning
Our estate planning services focus on preserving wealth across generations through customized trust structures and tax-efficient strategies. We help clients establish comprehensive legacy plans that align with their values while minimizing estate tax exposure through proactive planning techniques.
Tax Planning
We develop proactive tax reduction strategies that integrate with overall financial plans. Our approach coordinates income, investments, and withdrawals to minimize tax liabilities while maximizing after-tax returns through continuous strategy refinement and market analysis.
Retirement Planning
Our retirement planning process creates personalized roadmaps for financial independence. We analyze current assets and future needs to develop sustainable withdrawal strategies while maintaining portfolio growth potential through diversified investment approaches and regular plan updates.
Charitable Giving
We help clients maximize their charitable impact through strategic giving plans that align with personal values and financial goals. Our approach combines tax-efficient donation strategies with legacy planning to create lasting community impact while optimizing estate benefits.
People
Norman R. (Rocky) Farr
Principal, Managing Director, and Relationship Manager
Certified Financial Planner and Enrolled Agent with extensive experience in client relationship management and financial strategy development.
Shawn L. Gray
Principal, Vice President, and Chief Financial Officer
Senior financial executive with expertise in investment management and corporate financial operations.
Scott B. Reasor
Vice President, Chief Marketing Officer, and Relationship Manager
Marketing and client relations specialist with a focus on strategic financial planning and client engagement.
Mark M. Michel
Chief Investment Officer and Portfolio Manager
CFA charterholder responsible for overseeing investment strategies and portfolio management operations.
Olivia F. Partin
Chief Compliance Officer and Senior Financial Planner
Certified Financial Planner managing compliance operations and providing senior-level financial planning expertise.
Questions
What financial services do you specialize in?
We specialize in investment management, estate planning, tax strategies, retirement planning, and charitable giving solutions tailored to high-net-worth clients.
Are you legally required to act in my best interest?
Yes, as fiduciary advisors, we have a legal obligation to prioritize client interests in all financial recommendations.
How do you work with new clients?
We begin with a discovery meeting to understand your goals, followed by customized plan development and implementation support.
What makes your approach different?
Our fee-only model eliminates conflicts of interest while our team-based approach combines multiple expertise areas for comprehensive solutions.
How are you compensated for services?
We operate on a transparent fee-only structure with no commissions or product-based incentives.
Do you work with local clients only?
While based in Fort Worth, we serve clients nationwide through personalized digital and in-person consultation options.
