Kevin W. Margolis

Managing Director

  • Experience

    Comprehensive Wealth Management
    Alternative Investments
    Investment Management
    Estate Planning
    Asset Protection Planning

    Education

    University of Texas at Austin - BBA, Accounting and Finance

    Professional

    CPA - Certified Public Accountant
    PFS - Personal Financial Specialist Member
    Member - Financial Planning Association
    Member - Dallas Estate Planning Council
    Member - American Institute of CPA's
    NAPFA - National Association of Personal Financial Advisors


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    IF IT SOUNDS TOO GOOD TO BE TRUE, IT IS Kevin learned some financial lessons early in life. He began saving and investing at an early age and even saved enough to buy his own first car. He also had a cousin working in finance who was somewhat of a math genius. His cousin was so confident in his strategy, he told clients it would provide a safe 12% return. As a college freshman, Kevin saw the market crash, and his cousin’s model failed. Those early lessons now guide how he works with his clients and how he and his wife Carol try to teach money management to their own teenage son and daughter. IS IT TIME NOW? Kevin’s start in public accounting led him through a series of positions in audit and tax, and through another eight years in physician practice management including facilitating mergers of physician groups. At each stage of his professional journey, he considered turning his interest in financial planning and investments into a career. In 2002, Kevin realized his experiences had prepared him to be able to pursue this new endeavor, and he was drawn to SFMG’s fee-only, unbiased approach. The knowledge and skills Kevin has gained make him a more determined and compassionate advisor to his clients today. HELPING HIS CLIENTS SLEEP BETTER AT NIGHT Kevin Margolis works with each client he serves with the goal of ensuring everything he does is in their best interest. “I want to help my clients sleep better at night,” he says. He understands the challenge of finding someone you trust, and his clients can be assured he will maintain their privacy and confidentiality at all times. “Every interaction I have with my clients is to give them confidence for life.”