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At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

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.

Bill Lourcey, CLTC

Financial Advisor

(817) 784-2800

Bill Lourcey CLTC is Founder and Partner at Walton Lourcey Wealth Advisors. Bill is a financial advisor specializing in working with business owners in developing and executing investment strategies. Bill is a 4th generation Fort...

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Ryan Walton

Financial Advisor

(817) 784-2800

Ryan Walton, a Texas native, is Partner and Co-Founder of Walton and Lourcey Wealth Advisors, a practice that helps business owners, top-level executives and affluent individuals create, transition, preserve and grow their wealth over...

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Allison Southmayd

Licensed Life and Health Insurance Agent


Allison Southmayd is a Licensed Health and Life Insurance agent at Walton Lourcey as well as the Office Manager. Allison is a resident of Arlington Texas and originally comes from Clearwater Florida. She has been in Texas since 2012...
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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.

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