SFMG Wealth Advisors

The company serves clients nationwide and globally, offering in-person or virtual meetings with consistent communication.

The company advises entrepreneurs, executives, doctors, attorneys, CPAs, and established professionals.

The company schedules meetings annually, with most clients meeting semi-annually or quarterly.

SFMG offers tax management as a strategic financial planning tool, using techniques like tax-loss harvesting to enhance financial well-being.

The Medicare Open Enrollment Period allows people with Medicare to choose new plans each year, as costs, coverage, and health-care needs may change.

SFMG partnered with EFNT and volunteers to support the 15th Annual Freedom Day through the Texas Trees Foundation at Richland College.

SFMG Wealth Advisors was named to D Magazine’s 2017 Top Wealth Managers list, and four advisors were named to the 2017 Best Financial Planners list.

SFMG Wealth Advisors is a proud sponsor of Entrepreneurs for North Texas 16th Annual Freedom Day, a community service event honoring the lives lost and those forever changed by the tragic events of September 11, 2001.

SFMG fosters a collaborative, family-like environment to deliver objective and transparent service, prioritizing clients above all.

SFMG charges fees based on services selected, with wealth management fees calculated as a percentage of managed account values at quarter-end.

For Wealth Management services, SFMG charges an annual wealth management fee based on the total assets under management as follows:

SFMG supports clients through life events like unexpected deaths, job loss, and related paperwork by collaborating with their full financial teams.

SFMG creates opportunities and access for individuals through strong, long-lasting relationships in the community.

SFMG maintains a smaller firm structure to provide personalized attention and support to clients.

A client’s team is led by a Wealth Advisor with expertise in financial matters.

To reset a password, select ‘Forgot Password?’ from the SFMG Personal Financial Portal Login page and follow the steps.

SFMG employees adhere to a strict code of ethics, protecting client confidentiality and obtaining permission before sharing information with third parties.

SFMG respects user privacy regarding information collected across its website and affiliated sites.

Third-party awards and rankings reflect methodologies used by the sponsoring organizations and do not constitute an endorsement of SFMG.