SFMG Wealth Advisors Employee Directory

Q: What is SFMG Wealth Advisors known for?

SFMG Wealth Advisors was founded in 2002. SFMG Wealth Advisors operates in the Investment Management industry.

Q: How many employees does SFMG Wealth Advisors have currently?

SFMG Wealth Advisors has approximately 41 employees.

Q: Who are SFMG Wealth Advisors's key employees and leadership?

SFMG Wealth Advisors's key employees include: Managing Director And Ceo: K. M., Chief Investment Officer: G. C., President & Managing Director: R. J. B., Head Of Advisory & Wealth Advisor: T. J. Y., Founder - Managing Director: G. M..

Investment ManagementTexas, United States11-50 Employees

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.

Find SFMG Wealth Advisors employees' phone numbers or email addresses

SFMG Wealth Advisors Global Highlights

North America
54

United States Of America
54

Europe
2

France
1
United Kingdom Of Great Britain And Northern Ireland
1

SFMG Wealth Advisors's Leadership

G. C.
Chief Investment Officer
Mobile Phone
Email
R. J. B.
President & Managing Director
Mobile Phone
Email
T. J. Y.
Head Of Advisory & Wealth Advisor
Mobile Phone
Email
G. M.
Founder - Managing Director
Mobile Phone
Email
K. M.
Managing Director And Ceo
Mobile Phone
Email
C. B.
Senior Wealth Advisor & Chief Compliance Officer
Mobile Phone
Email
S. S.
Managing Director
Mobile Phone
Email
T. N.
Managing Director
Mobile Phone
Email

Contact profiles from SFMG Wealth Advisors

Name

Title

Contact Info

Location

Last Update

C. B.
Investment Analyst
Mobile Phone
Email
United StatesTexas
Aug 03, 2025
L. B.
Client Service Associate
Mobile Phone
Email
Oct 23, 2024
M. J.
Client Service Coordinator
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is SFMG Wealth Advisors known for?

SFMG Wealth Advisors was founded in 2002 operates in the Investment Management industry. The company's main headquarters is located in 3960 Dallas Parkway, Suite 400; you can contact the main corporate office by phone at

+1-972-960-****

. Explore SFMG Wealth Advisors's company overview page for more information.

What is SFMG Wealth Advisors's most common email format?

SFMG Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SFMG Wealth Advisors email formats with LeadIQ.

How many employees does SFMG Wealth Advisors have currently?

SFMG Wealth Advisors has approximately 41 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are SFMG Wealth Advisors's key employees and leadership?

As of December 2025, SFMG Wealth Advisors's key employees include:

Chief Investment Officer: G. C.
President & Managing Director: R. J. B.
Head Of Advisory & Wealth Advisor: T. J. Y.
Founder - Managing Director: G. M.
Managing Director And Ceo: K. M.

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