Steadfast Wealth Planning - Plano (TX)

5 /5 Wes Larimore: We highly recommend Cody. We have used Cody at Steadfast Wealth Planning for many years. We have found Cody to be very professional; he takes the time to educate and explain to us why he is making the recommendations that he is. If were not able to meet in person, setting up a zoom is always an option. He is approachable, educated, has integrity and just an all-around nice guy.

5 /5 Amanda G Cooper: Working with Cody has been an absolute blessing. As someone who’s new to the world of investing, I was admittedly overwhelmed and unsure where to begin, but Cody immediately put me at ease. What sets Cody apart is not just his deep knowledge of financial planning, but his incredible kindness, patience, and genuine care for his clients. He always makes time for my questions and explains things in a way that’s easy to understand. You never feel rushed or like "just another client." Cody truly listens and invests in people, not just portfolios. During a very difficult time in my life, Cody asked if he could pray for me before our meeting, and that moment of compassion speaks volumes about who he is—not just as a professional, but as a human being. Cody loves the Lord, leads with character and genuinely wants the best for those he serves. If youre looking for someone who is trustworthy, knowledgeable, compassionate, and grounded in integrity, look no further. I would recommend Cody to anyone and everyone without hesitation. Truly top-notch in every way. I now fully understand why he was so highly recommended!

5 /5 Jay Smith: The Steadfast team is fantastic. We are always getting great advice and meet with them regularly during year to stay on top of our financial planning. They do a great job communicating what’s going on in our world that affects the markets and puts it all in perspective. Cody has the heart of a teacher and won’t hesitate to explain anything in a way that makes it easy for a novice like me to understand. I have asked him for advice on which direction to go on potential investment opportunities and he’s always laying out the facts on whether it’s good or bad and I very much appreciate his willingness to help. If you are shopping for an advisor, this is a great team to trust.

5 /5 Kevin Dean: I have been working with Cody for over 6 years, and the experience has been nothing short of excellent. From the very beginning Cody took the time to truly understand our financial goals, risk tolerance and long term plans. What sets Cody apart is the combination of financial expertise, clear communication and genuine care for clients well-being. Cody helped us create a well structured financial plan that includes retirement savings, investment strategies, tax planning and insurance considerations. I especially appreciate Cody’s proactive approach to the plan when life circumstances change. I always feel like a priority not just another account. I highly recommend Cody to anyone looking for a knowledgeable, trustworthy and responsive financial advisor.

5 /5 Jay Stiegelmeyer: Weve been working with Cody for years, and it has been an absolute pleasure. Cody is diligent, knowledgeable, and always sensitive to our unique situation and specific needs. His patience and willingness to answer our many questions bring us immense peace of mind. Working with someone who has the heart of a teacher, like Cody, is truly a blessing. We consider our family incredibly fortunate to have Codys guidance. We feel a strong sense of responsibility to be faithful stewards of what weve been blessed with - for our family now and for generations to come. Having Cody in our corner helps us make decisions that are both wise and timely. His expertise and dedication have been invaluable, and we are grateful for his unwavering support.