SFMG Wealth Advisors

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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, 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

We are excited to share that SFMG Wealth Advisors has been included as part of CNBC's Financial Advisor 100 List for 202...
10/15/2026

We are excited to share that SFMG Wealth Advisors has been included as part of CNBC's Financial Advisor 100 List for 2026! This recognition reflects our team’s commitment to serving clients with excellence and providing them with Confidence for Life.

📰Read the full list and more about SFMG's win here: https://www.cnbc.com/2026/10/08/best-financial-advisors.html

This list was published to the CNBC website on October 8th, 2026. Firms are selected through data analysis with CNBC and data partner AccuPoint Solutions as well as an editorial review based on data available through 12/31/25. Neither SFMG nor our employees paid to participate in this ranking.

👍 SFMG Wealth Advisors was excited to be back at the Texas A&M University Financial Planning Career and Education Confer...
10/13/2026

👍 SFMG Wealth Advisors was excited to be back at the Texas A&M University Financial Planning Career and Education Conference this year! It was a privilege to connect with so many students and future leaders in financial planning and wealth management.

We are thrilled to announce the appointment of Devin DeLapp, CFP®, CDFA®, to the SFMG Board of Directors!Devin joined th...
10/08/2026

We are thrilled to announce the appointment of Devin DeLapp, CFP®, CDFA®, to the SFMG Board of Directors!

Devin joined the firm in 2018 as a Financial Planning Analyst. She transitioned to the Advisory team in 2022 and became a stakeholder that same year, making her the youngest wealth advisor and stakeholder in firm history.

Devin's dedication to her clients and her leadership within our firm have been a true gift to our team, and we are grateful to have her in this new role. Please join us in congratulating Devin on this amazing achievement!

🤘 SFMG Wealth Advisors was thrilled to be back at the Texas McCombs School of Business Wealth Management Program Career ...
10/07/2026

🤘 SFMG Wealth Advisors was thrilled to be back at the Texas McCombs School of Business Wealth Management Program Career Fair! Connecting with the next generation of financial planners and future leaders in wealth management is something we genuinely look forward to each year.

It was great to share with students all the opportunities SFMG has to offer, and to continue growing our presence right here in Austin!

We are very proud to announce that seven of our team members were included in D Magazine's list of Best Financial Planne...
10/05/2026

We are very proud to announce that seven of our team members were included in D Magazine's list of Best Financial Planners for 2026! Congratulations to Crystal Billing, Ryan Blair, Devin DeLapp, Taylor Nipp, Shannon Pope, Shashin Shah, and Chase Thomas. Thank you for your hard work and continued commitment to passionately protecting our clients' best interests.

📰Read the full listing with our featured team members here: https://directory.dmagazine.com/search/?sections=Financial+Services+Providers&awards=Best+Financial+Planners+%3E+2026

The winners of this award were featured in the October issue of D Magazine. This ranking was based on data available through June 2026. Neither SFMG nor our employees paid to participate in this ranking.

We are proud to announce that SFMG Wealth Advisors has been named a Top Wealth Manager for 2026 by D Magazine for the 12...
10/01/2026

We are proud to announce that SFMG Wealth Advisors has been named a Top Wealth Manager for 2026 by D Magazine for the 12th consecutive year! Thank you to our incredible team for your continued dedication, and to our clients for allowing us to be part of your financial journey.

We are honored to continue providing Confidence for Life!

The winners of this award were featured in the October issue of D Magazine. This ranking was based on data available through June 2026. Neither SFMG nor its employees paid to participate in this ranking.

👆 We had a wonderful time connecting with students at Texas Tech University's Opportunity Days in Lubbock, and it was gr...
09/29/2026

👆 We had a wonderful time connecting with students at Texas Tech University's Opportunity Days in Lubbock, and it was great to reconnect with former interns James and Eli.

It was inspiring to connect with so many talented students who are eager to shape the future of financial planning and wealth management.

We were excited for a few of our team members to attend Local Profile's 25th annual Women in Business Summit last week! ...
09/24/2026

We were excited for a few of our team members to attend Local Profile's 25th annual Women in Business Summit last week!

From thought-provoking conversations to genuine connections, this summit was a meaningful reminder of why we show up for our community, not just in the work we do for clients, but in the spaces where leaders gather, ideas grow, and impact is made.

We were grateful to be able to connect with so many inspiring women and fellow DFW professionals!

SFMG Wealth Advisors was proud to have members of our team attend the Dallas Jewish Community Foundation's Professional ...
09/22/2026

SFMG Wealth Advisors was proud to have members of our team attend the Dallas Jewish Community Foundation's Professional Advisor Seminar again this year!

We are honored to support this event and proud to have Avery Klatsky and Devin DeLapp serving on the DJCF Professional Advisory Committee, helping foster meaningful connections between the foundation and professionals across our community.

We remain committed to continue supporting such an impactful organization!

Last week, our firm participated in our 12th annual Freedom Day: a day of service in honor of Patriot Day to remember th...
09/18/2026

Last week, our firm participated in our 12th annual Freedom Day: a day of service in honor of Patriot Day to remember the heroes and victims of 9/11. This year, we volunteered with Community Partners of Dallas.

Community Partners of Dallas is a nonprofit organization that provides immediate, individualized support to abused and neglected children in the care of Child Protective Services in Dallas County by providing essential resources and equipping CPS caseworkers with the tools they need to better serve vulnerable children in our area.

We are grateful for the opportunity to help proactively impact our community by giving back in such a meaningful way and to honor those who have served our country.

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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