SFMG Wealth Advisors
SFMG Wealth Advisors (a Texas LLC) 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 is dedicated to helping you achieve financial confidence for life. SFMG Core Values Passionately Protect Our Client’s Best Interest Objectivity and Transparency Provide Exceptional Client Service at All Times Approach Decisions with Discipline and Analytical Rigor Collaborative Culture Proactively Impact Our Community Wealth Management with a Difference SFMG Wealth Advisors (a Texas LLC) 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. An Experienced Team of Dallas Area Financial Advisors With an expert team of Dallas financial advisors, SFMG acts as a catalyst to help our clients define their individual financial goals. Drawing upon our collective breadth of expertise, we deliver effective, personalized solutions and targeted investment strategies for clients in a variety of life stages. Advice on a Fee-Only Basis SFMG Wealth Advisors is an independent Registered Investment Advisor offering a fee-only compensation model. Rather than a broker system where the financial advisor receives a commission on every new investment or trade, you pay a fee based on the assets we manage and planning services provided. This ensures that our financial advisors’ only incentive is your wealth accumulation. Our clear mission is to deliver unbiased and independent financial advice through integrity and extraordinary personal service. Investment Management Built Around You Our research has revealed that various investments yield significantly different results given the market and economic cycle. By understanding these cycles, we are able to assist you in making more informed investment decisions. We combine our insights and internal analysis with leading institutional research to make tactical moves that manage risk based on your individual goals and life stage.
Address: 7800 Dallas Parkway, Suite 350, Plano, TX 75024 USA
Phone: +1 972 960 6460
FAX: +1 972 960 6455
