A complete list of active advisors currently associated with SFG Wealth Management

Warmer can help you find a great advisor at SFG Wealth Management or one who fits your needs even better.

SFG Wealth Management serves a mix of individual and high-net-worth clients, as well as trusts, retirement plans and business entities, and manages roughly $760 million in client assets through a team of advisors. The firm offers discretionary portfolio management, standalone financial planning and consulting, retirement plan consulting, referrals to third‑party money managers, and access to several LPL-sponsored advisory programs. Portfolios are managed with an emphasis on asset allocation and diversified fixed‑income strategies, and the firm employs both long‑term and active trading techniques as appropriate to client objectives. It also uses model- and algorithm-driven offerings (including centrally managed, algorithmic model portfolios) and discloses the use of margin borrowing in separately managed accounts as part of its implementation toolkit. Compared with many peers, the firm sponsors a wrap fee program and expressly discloses the use of borrowing in SMAs—both features that are less common among similar team firms. SFG also has dually registered representatives and insurance licensing, receives certain non‑monetary benefits from its custodian, and discloses economic ties to the custodian that could influence custodial recommendations; it provides an unusually broad suite of planning services (e.g., corporate tax planning, cost segregation and real estate analysis) beyond typical individual wealth management.

To learn more about the advisors currently working at SFG Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.