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    Sfmg Wealth Advisors

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    Description

    • 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 highly networked leadership group delivers a team of responsive wealth strategists committed to delivering clear, objective investment advice. We believe so strongly in our investment advice that we invest alongside you in the very same vehicles. Your success and our success are inextricably linked.The SFMG Wealth Advisors 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.
    • location

      Headquarters:7800 Dallas Parkway Suite 350, Plano, Texas, United States

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    • Sfmg Wealth Advisors phone

      Phone Number: +1 972-960-6460

    • Sfmg Wealth Advisors website

      Website: https://www.sfmg.com

    • Sfmg Wealth Advisors employees

      Employees:23

    • Sfmg Wealth Advisors revenue

      Revenue:$10 - 50M

    • Sfmg Wealth Advisors legal name

      Legal Name:Sfmg Wealth Advisors

    • Sfmg Wealth Advisors's Social Media

      Sfmg Wealth Advisors linkedin
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    • |  NAICS Code: 523930  |

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    Person level website identification

    CEO for Sfmg Wealth Advisors

    Kevin Margolis

    Managing Director And Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Garrett Cayet

    Chief Investment Officer

    Greg Morgan

    Founder And Managing Director

    David White

    Managing Director

    Shashin Shah

    Managing Director

    Taylor Nipp

    Managing Director

    Frequently Asked Questions regarding Sfmg Wealth Advisors

    • Where are Sfmg Wealth Advisors's Headquarters?

      Sfmg Wealth Advisors's Headquarters are in 7800 Dallas Parkway Suite 350,Plano,Texas,United States

    • What is Sfmg Wealth Advisors's phone number?

      Sfmg Wealth Advisors's phone number is +1 972-960-6460

    • What is Sfmg Wealth Advisors's official website?

      Sfmg Wealth Advisors's official website is https://www.sfmg.com

    • What is Sfmg Wealth Advisors's Revenue?

      Sfmg Wealth Advisors's revenue is $10 - 50M

    • What is Sfmg Wealth Advisors's NAICS code?

      Sfmg Wealth Advisors's NAICS code is 523930

    • How many employees are working in Sfmg Wealth Advisors

      Sfmg Wealth Advisors has 23 employees

    • What is Sfmg Wealth Advisors's Industry?

      Sfmg Wealth Advisors is in the industry of Investment Management

    • Who is Sfmg Wealth Advisors's CEO?

      Sfmg Wealth Advisors's CEO is Kevin Margolis

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