David White Email & Phone Number

David has over 30 years of experience in providing his clients with comprehensive financial planning and wealth management advisory services. He began his career as a financial analyst with American General and worked as a financial consultant for CIGNA prior to being a founding partner of Baker & White, LLC (a Registered Investment Advisor) in 1984. In 2002, he became a partner in SFMG. He is a member of the Financial Planning Association (FPA).About SFMG Wealth Advisors: SFMG Wealth Advisors is an independent Registered Investment Advisor offering a fee-only compensation model to high net worth individuals and families. Over the years SFMG Wealth Advisors has been recognized in the Dallas Business Journal, the Dallas Morning News, and Investment News as a top wealth management firm in the country. The firm currently has greater than $700 million in assets under management.Our client relationship philosophy is simple: to consistently deliver advice that creates successful and confident clients. We can help you plan your future, manage your affairs, and enjoy living with financial confidence, providing you with peace of mind. We help identify and confirm goals through open and frequent communication. To guarantee that you receive the attention you deserve, we limit the number of clients with which our advisors can partner. Our financial advisors schedule meetings with you to keep you abreast of changes in the market, tax changes, and the economy and their impact on your personal situation.Let us be your strategic financial partner, working with you to address your present concerns and plan for your future aspirations. We provide you with confidence for life.

Listed skills include Wealth, Wealth Management, Investments, Investment Management, and 7 others.

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  Stephen F. Austin State University

  Finance