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Crystal Billing Email
Wealth Advisor & Chief Compliance Officer . SFMG Wealth Advisors
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Current Roles
Employees:
38Revenue:
$6.9MAbout
SFMG Wealth Advisors is a Dallas-based financial planning and wealth management group comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 1992, our team offers high-touch, personalized financial planning and wealth management for individuals and families. We approach each client relationship from a planning perspective. We see this as an ongoing, dynamic relationship rather than a one-time event. SFMG Wealth Advisors integrates comprehensive financial planning services with the management of your investment portfolio. Through our unwavering commitment, our goal is to provide you with peace of mind and a high level of financial confidence. Our team of financial advisors is dedicated to providing a culture where the sole focus is care of your financial interests. Because our investment management firm is owned and managed by our partners, we strive to provide you with unbiased financial advice. This approach is the reason that we operate as a fee-only business. By providing our services through a fee-only arrangement, rather than commissions, the investment advice we render is focused on how it benefits you and not on how it enriches the firm. Our overarching goal is to provide advice that fits your financial needs and objectives. Our highly networked leadership group delivers a team of responsive wealth strategists committed to delivering clear, objective investment advice. We believe so strongly in our investment advice that we invest alongside you in the very same vehicles. Your success and our success are inextricably linked. The SFMG Wealth Advisors’ client relationship philosophy is simple: to consistently deliver advice that creates successful and confident clients. We can help you plan your future, manage your affairs, and enjoy living with financial confidence, providing you with peace of mind.SFMG Wealth Advisors Address
7800 Dallas Parkway, Suite 350Plano, TX
United States