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Orlando Molina

Advisor at MDX Wealth Management

Updated today

Location

Burleson, TX

Credentials

Series 63, Series 65

Industry experience

30 years

About

Orlando Molina is a financial advisor at MDX Wealth Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bournehill Investment Services, Inc. and CFS Advisors LLC. Molina is also a licensed independent agent for life and health insurance in Texas. MDX Wealth Management serves individual clients, including high-net-worth households, as well as trusts, foundations, corporations, and retirement plans. The firm provides wealth management and portfolio management services, employing a fundamental research process to construct individualized portfolios across a range of asset classes.

Client services

Based on MDX Wealth Management

Portfolio management

Expertise

Based on MDX Wealth Management

Options & derivatives strategies Annuities Retirement plans for business owners (SEP, solo 401k)

Fee options

Project-based

Flat fee per hour, rounded to nearest quarter hour, not to exceed $500 per hour; billed monthly or quarterly, in advance or arrears.

Other

Fee-only: Ranges between 0% and 2.5% of assets under management, billed monthly or quarterly, in advance; fees are negotiable and may be reduced or waived; hourly fee up to $500/hour for limited clients or specific services.

Location

Burleson, TX

Most active in

Texas

Work history

MDX Wealth Management

2020 - Present (6 years)

CFS Advisors LLC

2014 - 2020 (6 years)

Bournehill Investment Services, Inc.

2009 - 2024 (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael M

CFP®, Series 63, Series 65

Mansfield, TX

Miller Premier Investment Planning LLC

Michael Miller is a Certified Financial Planner® with 20 years of industry experience. He has been the principal advisor at Miller Premier Investment Planning LLC since 2007. His background includes military service, and he is involved in community activities such as pro bono debt counseling, financial literacy instruction, and volunteering with homeless ministries. Miller Premier Investment Planning LLC is an independent, fee-only firm serving individuals and families, primarily focusing on retirement planning and wealth management. The firm emphasizes asset allocation and fundamental analysis, providing personalized financial planning and investment management with a hands-on approach.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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Michael B

CFP®, Series 66

Burleson, TX

Azure Sky Financial Life Planning, LLC

Michael Babcock is a CFP® with 11 years of industry experience currently serving as CEO and Financial Life Planner at Azure Sky Financial Life Planning, LLC. He has previously worked with Perryman Securities, Inc. and Legacy Consulting Group, and also holds a Series 66 designation. In addition to his role at Azure Sky, he provides financial planning services under an independent contractor relationship with Origin Financial. Azure Sky Financial Life Planning, LLC offers values-based Financial Life Planning to individuals, couples, families, and charitable organizations, integrating life planning, financial planning, tax planning, and investment management. The firm emphasizes aligning clients’ personal values with their investments, providing options including socially conscious and Biblically Responsible Investing alongside a mix of passive and active strategies.

ESG / Sustainable investing Founder/Business Owner Religious/faith focused
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Chukwudi U

Series 65

Ft Worth, TX

Lampados Financial Group, LLC

Cash flow / budgeting General retirement planning Tax strategies for small businesses Wealth management Real estate investing
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Johnny P

CFP®, Series 63

Mansfield, TX

Parker Wealth Group, LLC

Johnny Parker is a CFP® with 20 years of industry experience. He is the principal of Parker Wealth Group, LLC, where he has worked since 2023. Prior to this, he was associated with Synergy Securities and has maintained a long-standing role at Parker & Richardson, P.C. Outside of his advisory work, Parker serves as president of Texas Insurance Agency, Inc., is a member of Tax Resolution Specialists, LLC, and acts as CFO for Victory Telecom, Inc. Parker Wealth Group, LLC is a state-registered investment adviser providing discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, families, trusts, estates, and private business owners. The firm employs a blended investment process utilizing technical, fundamental, and cyclical analysis, offering tailored portfolios based on clients’ risk tolerance, time horizon, and liquidity needs.

Wealth management Founder/Business Owner
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Clayton K

Series 63, Series 65

Grapevine, TX

Sunsage Capital Management

Clayton Kohl is the sole advisor at Sunsage Capital Management in Grapevine, TX, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has worked at Sunsage Capital, LLC since 2001. Sunsage Capital Management provides discretionary investment management to individuals, trusts, charitable organizations, and corporate and institutional clients. The firm employs a proprietary combination of fundamental, technical, and cyclical analysis to construct portfolios emphasizing growth and dividend-growth equities and substantial foreign exposure, with a notable focus on direct foreign and private-market securities.

Active portfolio management Wealth management
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Omar A

Series 63, Series 65

Benbrook, TX

Blue Ladder Financial Planning, LLC

Omar Aguilar is a financial advisor with Blue Ladder Financial Planning, LLC in Benbrook, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at First Command Advisory Services and First Command Brokerage Services, and he currently serves in the Air Force Reserves as an A1C specializing in Munitions Systems. He is also a board member of the Benbrook Economic Development Committee. Blue Ladder Financial Planning, LLC is registered as an investment manager offering discretionary direct asset management along with financial planning and consulting services. The firm employs a variety of analytical techniques to guide investment decisions based on documented client objectives and risk tolerances, managing accounts separately and utilizing digital custodial platforms.

General retirement planning Income planning Wealth management Tax-loss harvesting Life insurance needs analysis
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