SFMG Wealth Advisors

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

Our office will close at 3 p.m. today, June 18th, 2026, and remain closed Friday, June 19th, 2026 in observance of Junet...
06/18/2026

Our office will close at 3 p.m. today, June 18th, 2026, and remain closed Friday, June 19th, 2026 in observance of Juneteenth. We will reopen Monday, June 22nd.

Juneteenth is a powerful reminder of how far we have come and the enduring importance of freedom, equality, and community. We encourage everyone to take this time to reflect, learn, and honor the ongoing journey toward equality.

🔦Team Member Spotlight!We are thrilled to congratulate Cynthia Blanchard of our Financial Planning team for being one of...
06/09/2026

🔦Team Member Spotlight!

We are thrilled to congratulate Cynthia Blanchard of our Financial Planning team for being one of the recipients of FPA DFW's NexGen GATHER scholarship!

FPA Gather is an event focused on bringing early-career financial planners together. The goal is to provide an environment for professional growth, networking, mentorship, and community building.

Please join us in congratulating Cynthia on this awesome achievement!

In observance of Memorial Day, our office will close early at 3 PM today, Friday, May 22nd, 2026. We will reopen with re...
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.

Our team had blast for our spring team building event at Activate Plano. It was great to see everyone's competitive spir...
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!

As part of our commitment to help proactively impact our community, a few members of our team volunteered at The Storeho...
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!

We were thrilled to welcome Jason Mejeur and Chris Sherry from Coya to our office for an engaging discussion on “3 KPIs ...
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!

Last week, several members of our team volunteered with Community Partners of Dallas to help prepare for their Chick Lit...
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!

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

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