You did the work. Let us help you leverage all your benefits.
We build a financial strategy. You get valuable time back.
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.
Fee-Only before it was cool.
No commissions. Always on your side.
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.