SFMG Wealth Advisors Email Format
Investment ManagementTexas, United States11-50 Employees
SFMG Wealth Advisors is a Plano, Texas-based, fee-only Registered Investment Advisor serving clients in the Dallas area. Founded in 2002 and locally owned, the firm delivers high-touch, personalized financial planning and wealth management for high-net-worth families, business owners, executives, and private equity investors. The firm emphasizes a relationship philosophy centered on delivering advice that helps clients feel successful and confident about their financial future. By focusing on planning and ongoing management of financial affairs, it aims to provide peace of mind throughout life. As a small to mid-sized player in the investment management industry, the firm operates from a local base in the Dallas region.