Our Firm | Steadfast Wealth Planning

Our Guiding Values

Fiduciary

Your best interest is our mindset and nothing less is accepted.

Integrity

Our role as your trusted financial professional is one we don't take lightly. We strive to meet every interaction with care and professionalism.

Comprehensive Plan

Good investments without a clear plan is a detriment to your finances. Understanding the big picture helps you feel secure you’re on the right track

Trust

Clear communication and expectations are established so Trust can be built. As the saying goes – all frustrations stem from some form of unmet expectations.

Steadfast is also a firm built on faith in our Christian beliefs. It is NOT a requirement to have the same beliefs to be a client, but we want all clients to know we manage money with a stewardship mentality. In the Christian belief - it is Gods money and he has entrusted us with it. At Steadfast we have this same stewardship mindset - it is our Clients money and you have entrusted us with it.

Cody Stansell CFP®

CERTIFIED FINANCIAL PLANNER™

Cody’s foremost goal is to provide a wealth management experience built on trust and communication.

He understands that our industry is all about trust, which takes time to earn but can be tarnished or lost rather quickly. Cody strives to provide the same advice to clients that he would his own mother, brother, or friend so that trust is established and integrity is never questioned.

As a CERTIFIED FINANCIAL PLANNER™ professional, Cody also understands simply providing investment advice isn’t enough for today’s investor. Having a specialty in tax planning, evaluating employee benefits, and estate planning guides the type of advice Cody provides to clients as their life and career evolve.

Before founding Steadfast Wealth Planning, his financial planning career began in 2012 and has always been rooted in a fiduciary standard. He has served individuals, families, and business owners in different capacities while wearing “many hats” along the way. From a West Texas Bank, to a high net-worth financial planning firm in the metroplex, there’s not much Cody hasn’t seen.

Cody grew up in Graham, TX a small town west of Fort Worth. He attended Lubbock Christian University playing baseball while graduating with BBA in Finance in 3 years. Cody is beyond blessed to be married to his wife, Melissa, and have 3 children - daughters, Jordy and Darby and son Decker. They are members of The Branch Church in Farmers Branch. And, as an avid Dallas Cowboys and Texas Rangers fan, Cody cherishes the good years compared to the bad!

_{**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.}