SFMG Wealth Advisors

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.

Our current client minimum is $1,000,000.

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Advisors at this Office

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This Office

7800 Dallas Pkwy Ste 350 Plano, TX 75024-0026 Phone: (972) 960-6460 Fax: (972) 960-6455

Primary Office

7800 Dallas Pkwy Ste 350 Plano, TX 75024-0026 Phone: (972) 960-6460 Fax: (972) 960-6455