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.
Company Details
- Employees
- 40
- Founded
- -
- Address
- 3960 Dallas Pkwy,
- Phone
- 972.960.6460
- ad****@****fmg.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- sfmg.com
- Keywords
- initiative.
- HQ
- Plano, Texas
Sfmg Wealth Advisors Questions
Sfmg Wealth Advisors's helpline number is 972.960.6460
Sfmg Wealth Advisors's website is sfmg.com
Sfmg Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/sfmg-wealth-advisors
Sfmg Wealth Advisors has
40 employees.
View email and phone details for 40
employees at Sfmg Wealth Advisors.
Sfmg Wealth Advisors's industry is
Investment Management
Sfmg Wealth Advisors's top competitors are
Tolleson Wealth Management,
Corient,
Versant Capital Management, Inc.,
Gds Wealth Management,
Ch Investment Partners,
Cypress Point Wealth Management,
Smfg India Credit,
Hfs Wealth Management,
Lee Financial,
True North Advisors.
Sfmg Wealth Advisors's support email address is admin@sfmg.com
Sfmg Wealth Advisors's categories are Investment Management
Sfmg Wealth Advisors's founding year is 2002
