SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 2002 and locally owned, our team offers high-touch, personalized financial planning and wealth management for high-net worth families, business owners, executives and private equity investors.  
  
The SFMG Wealth Advisors’ client relationship philosophy is simple: to consistently deliver advice that creates successful and confident clients. We strive to help plan their future, manage their financial affairs, allowing them to enjoy living with financial confidence, and providing peace of mind, for life.
 
To learn more about SFMG Wealth Advisors, visit our website at www.sfmg.com.

Investment Management

SFMG Wealth Advisors

SFMG Wealth Advisors' headquarters in Plano, United States

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People (22)

Kevin W. Margolis

Garrett Cayet

Michael Cowles

Nick Gaumer

Craig Greenway

Shannon Pope

Corey Orthengren

Avery J. Klatsky

Milan Patel

Griffon Rubin

Maxim Jostrand

Ryan J. Blair

Angelica M. Lopez

Jennifer Kunhardt

Crystal Billing

Devin Delapp

Tyler J. Young

Chase Thomas

Christopher Episcopo

Gay Lewis

David Gamble

Shashin Shah

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