SFMG Wealth Advisors

SFMG Wealth Advisors is a Dallas-based financial planning and wealth management group comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 1992, our team offers high-touch, personalized financial planning and wealth management for individuals and families. We approach each client relationship from a planning perspective. We see this as an ongoing, dynamic relationship rather than a one-time event. 

SFMG Wealth Advisors integrates comprehensive financial planning services with the management of your investment portfolio. Through our unwavering commitment, our goal is to provide you with peace of mind and a high level of financial confidence. 

Our team of financial advisors is dedicated to providing a culture where the sole focus is care of your financial interests. Because our investment management firm is owned and managed by our partners, we strive to provide you with unbiased financial advice. This approach is the reason that we operate as a fee-only business. By providing our services through a fee-only arrangement, rather than commissions, the investment advice we render is focused on how it benefits you and not on how it enriches the firm. Our overarching goal is to provide advice that fits your financial needs and objectives. 

Our current client minimum is $500,000.

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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