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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

SFMG Wealth Advisors

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United States
Plano, TX
SFMG Wealth Advisors

Through high-touch, personalized services, our ultimate goal is client peace of mind.

SFMG Wealth Advisors is a Dallas-based financial planning and wealth management firm comprised of professionals with a variety of unique backgrounds and viewpoints. 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, persona

lized 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

05/22/2026

In observance of Memorial Day, our office will close early at 3 PM today, Friday, May 22nd, 2026. We will reopen with regular hours on Tuesday, May 26th, 2026.

We hope you have a safe and meaningful weekend as we pause to honor the courage and sacrifice of those who served.

05/12/2026

Our team had blast for our spring team building event at Activate Plano. It was great to see everyone's competitive spirit and teamwork light up the arena. Thanks to our incredible team for bringing the energy and continuing to build a culture of collaboration!

05/07/2026

As part of our commitment to help proactively impact our community, a few members of our team volunteered at The Storehouse Community Center where they assembled bags and prepared boxes for distribution at Seven Loaves Food Pantry.

The Storehouse is dedicated to transforming lives by helping neighbors meet their basic needs, and Seven Loaves distributes essential grocery items to families in need. Thank you to our team members who gave their time and energy to make a meaningful difference!

04/16/2026

We were thrilled to welcome Jason Mejeur and Chris Sherry from Coya to our office for an engaging discussion on “3 KPIs for Leaders in Finance.” Their presentation highlighted the importance of building habits that support both personal health and overall well-being, helping us bring our best selves to the work we do for our clients.

We appreciate the valuable insights they shared with our team and are grateful to Jason and Chris for taking the time to speak with us!

04/02/2026

Last week, several members of our team volunteered with Community Partners of Dallas to help prepare for their Chick Lit Luncheon, which raises funds to benefit abused and neglected children in Dallas County care. We are grateful for opportunities like this to help proactively impact our community!

03/10/2026

Happy Employee Appreciation Day! 🎉

Last week, we celebrated the incredible team at SFMG. Your dedication, collaboration, and commitment to excellence are what make it possible for us to deliver Confidence for Life to the clients and families we serve. Thank you for all you do and for the positive impact you make on our firm and our clients!

03/06/2026

We were incredibly proud to serve as the Title Sponsor of TASTE benefiting the Hendrick Scholarship Foundation for the fifth consecutive year.

TASTE is always a meaningful opportunity to spend time with current Hendrick Scholars, celebrate their achievements, and help welcome new students into the program through the event’s success. We are honored to continue helping proactively impact our community through moments like these.

02/26/2026

Last week, we had the privilege of welcoming students from the Texas Tech School of Financial Planning to our office for an afternoon of connection, conversation, and a behind-the-scenes look at life within an RIA firm. With many of our team members proudly coming from Texas Tech, it was especially meaningful to see our alumni connect with the next generation of financial planners and share their experiences and insights.

Thank you to the students for your thoughtful questions and enthusiastic engagement. We are excited to see the impact you will make in the future of wealth management!

02/24/2026

We were proud to have several of our team members attend the annual FPA DFW Conference last week. It is always a great opportunity to connect with industry peers, exchange ideas, and gain fresh perspectives—insights that strengthen our ability to continue delivering Confidence for Life to the clients and families we serve.

A special thank you to our own Devin DeLapp for helping make this year’s conference such a success through her work on the FPA DFW Board’s Special Events Committee. We are grateful for your leadership, dedication, and the way you continue to represent SFMG with Confidence!

We are honored to continue learning alongside one of the top FPA chapters in the nation!

02/12/2026

A few members of our team kicked off February bright and early last week by participating in the Skechers Hot Chocolate Run in the 5k benefitting the Special Olympics. A fun way to help Proactively Impact our Community. Congratulations to all of our runners on a fantastic finish! 🎖️🏃‍♀️‍➡️

Address

3960 Dallas Parkway Suite 400
Plano, TX
75093

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

https://sfmg.com/

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