SFMG Wealth Advisors

EST. AUM
$2,956,970,054

CONTACTS
9

CLIENT ACCOUNTS
4,323

Firm Details

Metro area Dallas
CRD Number 107548
Website sfmg.com
Client types

Overview

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, the team offers high-touch, personalized financial planning and wealth management for individuals and families. The firm approaches each client relationship from a planning perspective, viewing this as an ongoing, dynamic relationship rather than a one-time event. SFMG Wealth Advisors integrates comprehensive financial planning services with the management of clients' investment portfolios. Through its unwavering commitment, the firm's goal is to provide clients with peace of mind and a high level of financial confidence. The team of financial advisors is dedicated to providing a culture where the sole focus is care of clients' financial interests. Because the investment management firm is owned and managed by its partners, it strives to provide clients with unbiased financial advice. This approach is the reason that it operates as a fee-on.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

SFMG Wealth Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

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