Team profile

OUR MISSION

We strive to be a lifelong partner by listening first and then crafting tailored strategies that allow for proactive adapting as life evolves. We do this so our clients can live with clarity and security, both today and tomorrow.


Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies

Awards & recognition

  • Jennifer Ibarguen, Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Aisiri Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • Jennifer Ibarguen, Forbes Top Women Wealth Advisors, 2020, 2021
  • Jennifer Ibarguen, AdvisorHub Advisors to Watch (under $1Bil), 2022
  • Jennifer Ibarguen, Forbes Best-in-State Wealth Advisors, 2022 - 2025
  • Jennifer Ibarguen, AdvisorHub Women Advisors to Watch, 2025
  • Jennifer Ibarguen, Forbes Best-in-State Women Wealth Advisors, 2022 - 2024
  • Jennifer Ibarguen, Five Star Wealth Manager, 2014-2022
  • Jennifer Ibarguen, Working Mother Top Wealth Advisor Moms, 2019, 2020, 2021
  • Jeffery Malcolm Davis, Ameriprise Circle of Success, 2021

Community participation

Aisiri Wealth Advisors - Community participation photo

Sponsor of:

Bring the Light Ministries

Leukemia and Lymphoma Society

American Heart Association

Alzheimer's Association

Susan G. Komen Foundation

Frisco Arts

Honored to be recognized in Forbes

I’m excited to share that Aisiri Wealth Advisors has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Our photos

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