It's Seamless Connection of Like-Minded Folks that Drives SFMG's Lasting Success

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The team at SFMG Wealth Advisors firm is excited to share that they made "The List" of top Wealth Management firms published by the Dallas Business Journal. They are proud to be ranked at number 11 in the year based on their local assets. Image credit: SFMG Wealth Advisors
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SFMG Wealth Advisors firm is honored to be named as one of the Best Places to Work in Dallas for the third year in a row. They are overjoyed by this recognition, as it speaks to their strong organizational culture and core values. Image credit: SFMG Wealth Advisors
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A few members of the SFMG Wealth Advisors team were attending the FPA DFW conference. They were grateful to continue their industry education with one of the best FPA chapters in the nation. Image credit: SFMG Wealth Advisors
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The company is passionate about proactively impacting the community and contribute to the educational programs that have helped them achieve so much. The CEO, Kevin Margolis, spoke and consulted to students of the Dallas McCombs Working Professional MBA program who are interested in careers in finance. Image credit: SFMG Wealth Advisors
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At SFMG Wealth Advisors, they are excited to partner with Communities Foundation of Texas. Melissa Hawkins plays a role as an Engagement Captain to ensure those within their community are aware of meaningful volunteer opportunities. Image credit: SFMG Wealth Advisors
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They were excited to have their team together for their firm lunch. 2021 was off to a great start, and they were expected to see what their team will accomplish this year. Image credit: SFMG Wealth Advisors
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SFMG Wealth Advisors is a financial advisory and wealth management firm that provide a variety of financial planning services for Americans. SFMG Wealth Advisors is founded in 1992, and its headquarter is located in Dallas, TX. They offer financial advisor services across 11 states: California, Colorado, Florida, Illinois, Louisiana, New Hampshire, North Carolina, Oklahoma, Tennessee, Texas, Washington.

At SFMG Wealth Advisors, Financial advisors who are professionals with a variety of unique backgrounds and viewpoints will help you achieve your life goals such as saving for retirement, creating a comprehensive financial plan and managing your investment portfolio, etc.

The SFMG Wealth Advisors works based on simple client relationship philosophy: “to consistently deliver advice that creates successful and confident clients”. They believe so strongly in their financial advice that they invest alongside their customers in the very same vehicles. Customers’ success is SFMG Wealth Advisors’ success.

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