Find Your Confidence For Life.
We are fee-only wealth advisors based in Dallas, Texas. Fee-only means we are only paid by our clients and do not receive any other compensation based on the sale of products or trades we place. We use data, research and care to help you feel secure in your family’s financial future and confident in your own decisions.
Find Your Confidence For Life.
We are fee-only wealth advisors based in Dallas, Texas. Fee-only means we are only paid by our clients and do not receive any other compensation based on the sale of products or trades we place. We use data, research and care to help you feel secure in your family’s financial future and confident in your own decisions.
Our Clients
Executives
You did the work. Let us help you leverage all your benefits.
Entrepreneurs
We build a financial strategy. You get valuable time back.
Established Professionals
We bring the financial expertise to safeguard your family’s future.
Private Equity Investors
The due diligence, research, and opportunities for your success.
Why Choose SFMG's Comprehensive Approach?
We prioritize people and partner with clients to build secure futures. We're here for you—whether we are running cash flow projections, coordinating with your CPA or helping with any insurance or estate planning items.
About SFMG
Fee-Only before it was cool.
No commissions. Always on your side.
Clear Communication
We give you the why behind our decisions
You Come First
Low advisor to client ratio = readily accessible
The Extra Mile
Here for every life event: simple or complex
Our Promises to You:
- You and your finances come first. Always.
- You are more than a number—expect above and beyond service.
- You will have the information and education to make informed and smart decisions.
- We are available—you can always see how you are performing.
- We use analytical rigor and up-to-date information to make decisions.
- We invest your money the same way we invest our own.