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Our Firm
  • SFMG Wealth Asvisors brings together cutting-edge technology and personalized service to meet the varied financial needs of our clients.
  • Our firm is comprised of four partners who bring collective experience of over 90 years to the client relationship. We take pride in the diverse academic and financial services backgrounds of our team that allow our clients to receive expert advice, regardless of the area of need.

 
2500 Dallas Parkway, Suite 214
Plano, TX  75093

  • Strategic Financial Management was founded by Greg Morgan in 1992. In 2002, David White and Craig Greenway joined Mr. Morgan to create Strategic Financial Management Group .
  • Mr. White came from Baker & White, L.L.C., a Registered Investment Adviser, where he had been a founding partner since the firm was established in 1984.
  • Mr. Greenway was a partner in the CPA firm of Carroll, Caton & Greenway, P.C., before joining SFMG.
  • Mr. Margolis joined Strategic Financial Management Group in 2004 after serving as a client service director at Tolleson Wealth Management.
  • In 2009, Strategic Financial Management Group was renamed to SFMG Wealth Advisors.
  • In 2010, SFMG Wealth Advisors moved to Plano.
  • SFMG Wealth Advisors has been named to Bloomberg's "Top Wealth Managers" numerous times and will continue to strive to be recognized as one of the top wealth managers in the country. 
  • The Dallas Business Journal (April 2006 Issue) listed SFMG in the top 25 largest money-management firms in the Dallas-Fort Worth metroplex. 
  • All four partners previously have been selected as Best Financial Planners in D Magazine. Most recently, Kevin Margolis was selected in the January 2009 D Magazine issue.

Our Philosophy

  • As an independent firm, SFMG Wealth Advisors is structured to provide the highest level of personal service to its clients as is possible.

  • Our goal is to add value to each client relationship by:

  • Providing direction through our years of experience in assisting clients in reaching their "life goals".

  • Providing confidence to the client by our ability to understand your objectives and create a unique plan that will bring all areas of concern together in a coordinated manner that will avoid obstacles and increase the certainty of reaching your goals.  

  • Providing capabilities through technology by utilizing the newest software systems and research in an integrated planning process.

  • qWe want to be your "Strategic Partner" in working to reach your life goals and investment and financial objectives.

 

SFMG Wealth Advisors
2500 Dallas Parkway, Suite 214
Plano, TX 75093
(972) 960-6460

  		   
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