Brandon Ross, CFP®
Our Best Work. Your Best Life.
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Quotient Wealth Partners
Brandon Ross, CFP®
Dallas, TX
Serving Clients Nationwide
Our Best Work. Your Best Life.
5 out of 5 Stars
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Advisor
Areas of Focus
- Coaching
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Brandon Ross, CFP®
Brandon Ross is the Co-Founder and Co-CEO of Quotient Wealth Partners, an independent wealth management firm.Brandon, along with his dedicated partners, established the firm with a shared vision of delivering memorable client experiences while nurturing a thriving and positive employee culture. With over 26 years of expertise as a Certified Financial Planner, Brandon brings a wealth of experience to the firm, its advisors, and its clients. He is deeply committed to providing comprehensive financial planning and guidance tailored to each client’s unique needs and objectives.
Prior to starting Quotient Wealth Partners, Brandon held key positions, Co-Founder of Peak Capital Investment Services, Managing Director at a large national RIA, and Head of Office at a prominent investment bank. Brandon holds a Bachelor of Science in Finance from Oklahoma State University. Beyond the firm, he finds joy in teeing it up on the golf course, watching sports, and cherishing moments with friends and family. Brandon and his wife Nicole are loving parents to two wonderful daughters, Sierra and Haley.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
5430 LBJ Freeway, Suite 1150 Dallas, TX 75240
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch. We look forward to hearing from you.Offers Investment Management
Yes
About Quotient Wealth Partners
Quotient Wealth is a team of in-house wealth professionals with over combined 150 years of experience. Our dedicated wealth advisors focus on understanding your core values, needs, and aspirations, empowering you to maximize the potential of your financial resources.As an independent wealth management firm, we are deeply committed to helping clients, particularly corporate executives and professionals, properly plan for their financial future. We are an SEC-registered investment advisor, operating on an open architecture platform. This allows us to offer our clients a vast array of investment options and the freedom to pursue their financial future with confidence and anticipation.
Our aim is to help you live your best life by enjoying full control of your financial well-being.
Experience and Expertise
Leveraging their over 150 years of combined experience working with corporate executives and senior managers, our founders designed Quotient Wealth Partners to offer in-depth insights into the sophisticated needs and challenges of affluent individuals and their multigenerational families. Our overall approach to wealth management is highly process oriented. Through attentive listening, our advisors attempt to fully comprehend our clients’ circumstances, concerns, and ambitions.
We believe this approach fosters a relationship based on trust and respect and emphasizes educating clients and their families on the various financial options and opportunities they face. We utilize a combination of human decision-making and innovative technology to swiftly identify and carefully develop specific solutions that are tailored to suit individual client needs and goals.
Preparing Today for Tomorrow
Specializing in retirement planning, we look to replace clients’ concerns about the future with confidence in a clear and effective financial plan. We work closely with pre-retirees, active retirees, legacy retirees, and corporate employees, recognizing that each of these clients requires tailored financial planning strategies.
For pre-retirees, we focus on benefits planning, tax mitigation strategy, equity planning, and designing a comprehensive retirement savings plan. We assist clients in navigating complex HR processes at their companies and help them prepare for a stable and secure financial life post-retirement.
For retiree clients, we strive to help them recreate their paycheck, optimize their taxes, and guide them through market fluctuations. Our solutions include tax-smart distribution planning, healthcare planning, family education and communication, estate planning and wealth transfer.
Education
Oklahoma State University, BS, Finance
Hobbies and Interests
- Family
- Golf
- Sports
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Living in Retirement
- Technology Professionals
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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Brandon Ross and his team at Quotient: five star performers
✅ Wealthtender Certified Advisor Review™
March 21, 2025
We have had Brandon Ross, and his dedicated team of Financial Advisors at Quotient, provide me and my wife expert portfolio management advice from the onset of my retirement from Chevron Corp. back in 2021, over 4 years ago. Our business relationship started when Brandon worked for Goldman Sachs Wealth Management, and has continued successfully following the foundation of Quotient Wealth Partners (QWP)
Brandon and his team have excelled from the start by helping us model and build a robust investment portfolio, fit for our life long goals, risk profile and objectives. In only four years, our Quotient portfolio allowed us to ride the difficult and uncertain COVID and post-COVID times, leading to a remarkable composite portfolio growth in the last 15 months of over 12%-15%.
Brandon, and our trusted Financial Advisor Anthony Love, have truly teamed with us to optimize our portfolio, tweak asset mixes when needed and as needed, dial up and down our risk exposure, and suggest new and innovative investment options to capture our thoughts and aspirations. They listen carefully, provide ample face time, always accessible and never rushed, and genuinely live their mission as fiduciaries and protectors of our financial interests, all these with a distinct human touch.
We thank Ross, Anthony and all the other Quotient team members for their great service and wish them continued success.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
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