Fireside Capital

Fireside Capital Advisors is a Dallas, Texas-based investment advisory firm established in 2015. Operating as a fiduciary, the firm is committed to providing independent, fee-only financial guidance, ensuring that client interests are always prioritized without the influence of commissions or product sales. They specialize in comprehensive financial planning, multi-generational wealth management, and institutional investment management, catering to a diverse clientele including young professionals, mid-career professionals, retirees, nonprofits, and foundations. The firm's approach is centered on building enduring relationships and delivering tailored financial solutions.

The firm's story began with J. Stephen Penner, a seasoned institutional consultant and co-founder of LCG Associates. Penner founded Fireside Capital Advisors in 2015 with the mission of offering high-caliber, unbiased investment advice to individuals and organizations often overlooked by larger firms. In 2019, Tim Dwight, CFA, joined the firm through a merger with SpringVest Wealth Management, expanding its focus to multi-generational families and institutions. The leadership team further grew in 2025 with Rebecca Wynne, a long-time client and financial services leader, becoming a partner, bringing a combined vision to honor the firm's foundation while broadening its capabilities.

Fireside Capital Advisors employs a disciplined, objective, and long-term investment philosophy. They emphasize thoughtful diversification across various asset classes, including stocks, bonds, cash, and real estate, and consider different investment styles, regions (U.S., developed international, emerging markets), and company sizes (large, mid, and small caps). Their strategy is grounded in research and risk awareness, aiming to improve outcomes by aligning investment decisions with clients' specific goals, time horizons, and comfort levels, while also focusing on keeping investment costs low.

The team at Fireside Capital Advisors brings extensive experience to their roles. J. Stephen Penner, the founder, leverages decades of institutional consulting expertise. Tim Dwight, Partner and Chief Executive Officer, has over 25 years of experience as an investor, portfolio manager, and advisor. Rebecca Wynne, Partner and Chief Operating Officer, oversees day-to-day operations and client experience, having been a client herself. Mercedes Penner serves as Chief Administrative Officer, focusing on seamless client experiences and operational support. This collective expertise allows the firm to offer personalized attention and strategic guidance across a wide spectrum of financial needs.