A complete list of active advisors currently associated with SFMG Wealth Advisors

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

SFMG Wealth Advisors is a Dallas-area wealth management firm managing approximately $2.96 billion in client assets with an 18-advisor team serving about 968 clients. It provides personalized wealth management that combines financial planning and portfolio management for individuals, high-net-worth families, retirement plans, trusts, and corporate clients. The firm emphasizes a planning-first process that documents each client’s investment policy statement and uses a centralized Investment Committee to implement strategic asset allocation with tactical adjustments. Portfolios are constructed using a sleeve approach that can include mutual funds, ETFs, private equity, private credit, real estate, hedge-fund strategies, and the use of subadvisors; about $2.67 billion is managed on a discretionary basis. Notable distinctions include the firm’s use of hypothetical performance in its materials and its involvement with private investment vehicles: SFMG sponsors and provides services to private funds (including an Employee Fund and Confidence Period, LLC) that it may recommend or use, a practice it discloses and mitigates through its Code of Ethics, allocation procedures, and oversight. The firm also operates as a fee-only adviser and states that continuing insurance commission checks received by personnel are donated to charity.

To learn more about the advisors currently working at SFMG Wealth Advisors, 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.