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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

09/01/2026

We are excited to welcome Kennedye Berumen to the SFMG team as our newest Financial Planning Analyst!

Kennedye's high energy and organizational skills have already made a positive impact on our financial planning team, and we are confident she will continue to be a valuable addition.

Please join us in giving Kennedye a warm welcome! 🎉

08/27/2026

We are excited to welcome Tanner Glover to the SFMG team as our newest Paraplanner!

Tanner's adaptability and eagerness to take on new challenges have already made him a valuable addition to our financial planning team. We are grateful to have him as part of the SFMG family.

Welcome aboard, Tanner! We are glad that you are here.🎉

08/26/2026

A few of our team members had the pleasure of attending the Hendrick Scholarship Foundation's Mahjong, Mingle, and Make a Difference event! We are grateful for opportunities to proactively impact our community, and this one came with great company and a lot of fun.

08/25/2026

We are thrilled to welcome Tyler Tenney, CFP® to the SFMG team as our newest Wealth Advisor!

Tyler’s positive energy and strong work ethic have already made a positive impact, and we are confident he will continue to be a valuable addition to our advisory team.

Please join us in giving Tyler a warm welcome! 🎉

08/04/2026

We had the privilege to welcome the 2026 Schwab Intern class to our office for a day of connection, learning, and a look into what life is like at a Registered Investment Advisor (RIA) firm. It was great to share our insights and experiences with the next generation of wealth management professionals!

Thank you to every intern for bringing so much enthusiasm to our office. We are excited to see where your journeys in wealth management lead, and we are confident they will be impactful!

07/30/2026

Happy National Intern Day to our interns, Dieter Meyer, James Ashby, Eli Waddle, and Matthew Eleazar!

We are grateful for all of your contributions to SFMG this summer and for bringing enthusiasm, professionalism, and positive attitudes to the office. We are confident you will go far in this industry.

It has been a privilege to be part of your journey, and we are excited to see what you all do next!

07/09/2026

Advisor Spotlight! 🔦

We are extremely proud to announce that three of our advisors were included in Advisor Hub's 1000 Advisors to Watch ranking for 2026. Congratulations to Kevin Margolis, Taylor Nipp, and Shashin Shah for ranking in the Top 250 Advisors to Watch in the RIAs category. Thank you for your continued commitment to helping provide our clients with confidence for life!

📰Read the announcement and full list of recipients here: https://www.advisorhub.com/advisors-to-watch-ria-2026/

These lists were published June 16th, 2026 on Advisor Hub's website. The Advisors to Watch ranks advisors on the basis of scale and quality of practice, year over year growth and overall professionalism. Nominees are required to have a minimum of seven years experience, $150m minimum AUM, and a clean regulatory record. Neither SFMG nor our employees paid to be considered in this ranking.

07/07/2026

Our interns Dieter, James, and Eli represented SFMG at the Financial Planning Association Intern Appreciation Event. From connecting with fellow interns to mingling with industry professionals, it was a great opportunity to showcase the contributions they are making this summer.

We are proud of the way they continue representing SFMG with confidence!

07/02/2026

Our office will close at 3 pm today, Thursday, July 2nd, 2026 in observance of Independence Day. We will resume normal business hours on Monday, July 6th.

As we celebrate 250 years of America's independence, we hope your holiday is filled with good company and great memories. Happy Fourth from the SFMG team!

06/25/2026

Summer is officially here, and we celebrated in style! Our 6th Annual Summer Extravaganza brought the whole SFMG team together for an unforgettable afternoon. Amazing company, great laughs, and memories to last all season!

We are grateful for opportunities like these to come together and celebrate as a team! ☀️🕶️

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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