Archive for the ‘Press’ Category

  • 2019 Dallas Business Journal’s Best Places to Work

  • Shashin G. Shah, CFA, CFP®, promoted to Managing Director and Principal of SFMG Wealth Advisors

  • SFMG Wealth Advisors Named to 2019 Financial Times 300 Top Registered Investment Advisers

     

  • Expert Travel & Protection Tips

    As the summer travel
    season is upon us, we wanted to pass on a number of critical travel tips if you
    plan on travelling internationally or domestically.  Our team was
    privileged to attend an Evening with Experts on this topic courtesy of our
    friends at Crossfirst Bank.  Among the presenters were Danny Coulson,
    retired Deputy Assistant Director at the FBI, and Tegan Broadwater of Tactical
    Systems Network, a private security and investigation firm in Fort Worth.

  • Ryan J. Blair, CFP®, promoted to Managing Director and Principal of SFMG Wealth Advisors

  • Dallas Business Journal 2018 Best Places to Work

    SFMG Wealth Advisors is proud to announce that we have been named to the Dallas Business Journal’s 2018 Best Places to Work!

  • D Magazine 2018 Best Financial Planners & Wealth Managers in Dallas

    We are pleased to announce that SFMG Wealth Advisors was named to D Magazine’s 2018 Top Wealth Manager’s list.

  • SFMG Wealth Advisors featured in 2018 Financial Advisor magazine Top RIA Ranking

     

  • Craig Greenway, Managing Director, featured in The Dallas Foundation’s Leader publication

    SFMG Wealth Advisors is proud to announce managing director Craig Greenway’s inclusion in the Dallas Foundation’s Leader publication. Craig serves at the president of the Metrocrest Hospital Authority (MHA) board and was instrumental in recommending that MHA establish a donor advised fund with The Dallas Foundation.

  • D Magazine 2017 Best Financial Planners & Wealth Managers in Dallas

    We are pleased to announce that SFMG Wealth Advisors was named to D Magazine’s 2017 Top Wealth Manager’s list. Crystal Billing, CFP®, Ryan Blair, CFP®, Taylor Nipp CFP®, and Shashin Shah, CFA, CFP® were named to D Magazine’s 2017 Best Financial Planners list. Wealth Managers are selected by a panel through D Magazine and Financial Planners are selected through peer nomination in the Financial Planning Association.