Why Choose Dennis Financial?

Great financial advice begins with trust.

Who We Are

Dennis Financial Group LLC. is a client-centric financial consulting firm that offers honest, educated, and independent financial advice to Baby Boomers and retirees.

You’re not a number here. We have no quotas to meet. No ‘Flavor of the Month’ to sell. We serve each investor with individual respect and treat them like family. We listen to your fears and concerns and will help you meet your personal goals and objectives.

Led by internationally published best-selling Author and financial and retirement strategist, Terry A. Dennis, RFC®, CFEd®, he and his personally selected team offer an unbeatable experience helping clients invest and retire well. His investing theory provides his clients with proven, successful ways to invest well and retire worry-free.

Meet Our Founder

Terry A. Dennis, RFC®, CFEd®, CFF®

Founder & CEO, Dennis Financial

A lifelong financial entrepreneur, Terry A. Dennis has been creating value and opportunity for his clients and companies for over 25 years.  After graduating college and a successful, award-winning career in financial services, Terry continues to serve as President of Dennis Financial Group in San Antonio, Texas. Concerned with the lack of financial education in America, Terry founded the Financial Wellness Institute of America.  This IRS-recognized “B Corporation” focuses on financial issues effecting active and retired professionals aged 40+ and is the exclusive provider of all financial literacy and education for the University of Texas.  

Over the years, Terry has contributed financial content to over 400 media outlets worldwide and has been quoted by major media including ABC, CBS, NBC, CNBC and CNN as well as being featured in Fox Business, the Wall Street Journal, CBS MarketWatch, and Forbes.  Terry was also a featured guest speaker at the Global Economic Initiative event at the United Nations in New York City in 2015 and has co-written a best-selling book with New York Times® best-selling author Jack Canfield (author of “Chicken Soup for the Soul” series) called, “Soul of Success.” 

Terry is a strong supporter of orphanages and charities including: Wounded Warrior Project, World Vision, Habitat for Humanity, and Toys for Tots.  Terry believes in giving back and paying it forward.  His latest passion is helping the underserved people groups of the world receive the gift of mobility. He is a past Ambassador and Founders Circle member for www.freewheelchairmission.org, an international charity dedicated to giving the freedom of mobility through the gift of a wheelchair.  Through Terry’s involvement, FWM has given away over 1.1MM free wheelchairs in 93 countries worldwide.

As Featured On

Terry Dennis

Quilly Award Winner

The Quilly® Award was founded by the National Academy of Best-Selling Authors® to commemorate an author’s achievement of being named to a nationally recognized best-seller list.

Global Economic

Initiative Speech

Terry was a featured speaker at the Global Economic Initiative at the United Nations in New York City where he spoke on the value of ‘personal economics’ in a global economy.

Terry recently joined a select group of business experts and entrepreneurs from around the world, along with best-selling author Jack Canfield, originator of the Chicken Soup for the Soul® series, to co-write the book, “The Soul of Success, Vol.1" and "The World’s Leading Entrepreneurs and Professionals Reveal Their Core Strategies for Getting to the Heart of Health, Wealth and Success.” Terry Dennis contributed a chapter titled “From Fear To Freedom: Overcoming The #1 Fear’s of Today’s Baby Boomers and Retirees.”

Published Articles

Dennis Financial and Terry Dennis have been published and recognized in industry publications. Click below to read his articles.

"Experts Changing The Game"

"Spill Proof Your Retirement"

Published Articles

Dennis Financial and Terry Dennis have been published and recognized in industry publications. Click below to read his articles.

"Experts Changing The Game"

"Spill Proof Your Retirement"

Dennis Financial Charitable Partnership

Proud Supporter Of

Terry believes in giving back and paying it forward.

He is a strong supporter of orphanages and charities such as the Wounded Warrior Project, Habitat for Humanity, Toys for Tots, and others.  Terry believes in giving back and paying it forward.  His newest passion is helping the underserved people groups of the world receive the gift of mobility by serving as a voluntary Ambassador and Founders Circle member for www.freewheelchairmission.org, an international charity dedicated to giving freedom to those who need the gift of a wheelchair.

More Money. Less Risk.

Learn more about our services!