We are fee-only wealth advisors. This means we are only paid by our clients and do not receive any other compensation based on the sale of products or trades we place. We use data, research and care to help you feel secure in your family's financial future and confident in your own decisions. We prioritize people and partner with clients to build secure futures.
We're here for you-whether we are running cash flow projections, coordinating with your CPA or helping with any insurance or estate planning items.
We're here for you-whether we are running cash flow projections, coordinating with your CPA or helping with any insurance or estate planning items.
Services
We're not a big firm. Because at a big firm, advisors don't have the time or capacity to walk through life's ups and downs with clients. SFMG is the perfect size to make sure you're never just a number. We've celebrated with clients at weddings, birthdays, and graduations. We've also mourned with clients.
We mean it when we say we build relationships with clients. Our clients reach out during all the events life throws at them. Including the worst days. Since we regularly work with our clients' full financial teams, we've put in time helping clients work through the heartbreak, stress, and immense paperwork that comes with unexpected deaths, job loss, and more.
And we're fiduciaries. Our desire to provide financial peace of mind is backed up with a legal obligation to put your interests first. Our most vivid client memories and experiences are about how we've helped outside of finances. When you stop and imagine your future, what do you see? Do you hope for an early retirement with exciting travel and time with family?
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