SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 2002 and locally owned, our team offers high-touch, personalized financial planning and wealth management for high-net worth families, business owners, executives and private equity investors. The SFMG Wealth Advisors’ client relationship philosophy is simple: to consistently deliver advice that creates successful and confident clients. We strive to help plan their future, manage their financial affairs, allowing them to enjoy living with financial confidence, and providing peace of mind, for life. To learn more about SFMG Wealth Advisors, visit our website at www.sfmg.com.
View Top Employees from SFMG Wealth Advisors| Website | http://www.sfmg.com/ |
| Revenue | $7 million |
| Funding | $350000 |
| Employees | 51 (51 on RocketReach) |
| Founded | 2002 |
| Address | 7800 Dallas Parkway Suite 350, Plano, Texas 75024, US |
| Phone | (972) 960-6460 |
| Fax | (972) 960-6455 |
| Technologies |
JavaScript,
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| Industry | Investment Management, Finance, Brokerage, Investment Banking |
| Web Rank | 15 Million |
| Keywords | Investment Firms Plano Tx, Greg Morgan, Dallas Tx, Sfmg Wealth Advisors |
| SIC | SIC Code 6211 Companies, SIC Code 621 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 524 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5242 Companies |
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SFMG Wealth Advisors Questions
The SFMG Wealth Advisors annual revenue was $7 million in 2024.
Ryan Blair is the President and Managing Director of SFMG Wealth Advisors.
51 people are employed at SFMG Wealth Advisors.
SFMG Wealth Advisors is based in Plano, Texas.
The NAICS codes for SFMG Wealth Advisors are [5239, 52, 524, 52393, 523, 5242].
The SIC codes for SFMG Wealth Advisors are [6211, 621, 62].
Top SFMG Wealth Advisors Employees
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ViewGreg Morgan
Founder - Managing Director at SFMG Wealth Advisors
Carrollton, Texas, United States25+ -
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