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Welcome to SFMG Wealth Advisors
We've Moved to Plano
Our office has moved north on the Dallas North Tollway to Plano. Our new address is:
2500 Dallas Parkway, Suite 214
Plano, TX 75093
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Who We Are
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SFMG Wealth Advisors is a Registered Investment Advisor. (SEC for more information)
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SFMG Wealth Advisors was formed to provide financial planning and investment management services for its clients.
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Our Services
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SFMG Wealth Advisors approaches each client relationship from a planning perspective.
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Accordingly, a personal financial plan is available on a fixed fee, or hourly rate, based upon the client’s needs and desires.
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The management of the client’s investment portfolio is done for a fee based upon the assets actively under management.
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We view our role to be ongoing, since it is our belief that financial planning is a dynamic process- not a one-time event.
SFMG Wealth Advisors
2500 Dallas Parkway, Suite 214
Plano, TX 75093
(972) 960-6460
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