Our Clients


You did the work. Let us help you leverage all your benefits.


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:

  1. You and your finances come first. Always.
  2. You are more than a number—expect above and beyond service.
  3. You will have the information and education to make informed and smart decisions.
  4. We are available—you can always see how you are performing.
  5. We use analytical rigor and up-to-date information to make decisions.
  6. We invest your money the same way we invest our own.

We're on your team!

Contact A Wealth Advisor Today

Ready for exceptional service and a personalized experience?

Let's Talk