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 abo


Crystal Billing
Senior Wealth Advisor, Chief Compliance Officer, Wealth Advisor & Stakeholder
SFMG Wealth Advisors
United States, Texas, Plano
About Me
Profile Information
Senior Wealth Advisor, Chief Compliance Officer, Wealth Advisor & Stakeholder
SFMG Wealth Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Plano
Texas
United States
Jul 26, 2024
More profiles to browse
Kevin Margolis
Managing Director and CEO
Ryan J. Blair
President & Managing Director
DG
David Gamble
Senior Wealth Advisor
TN
Taylor Nipp
Managing Director
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DH
Dennis Hanson
Principal
Jamison Hanson
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners