Business Details
24 Years
experience
Emergency
services
Your Trusted Fee-Only Wealth Advisor in Dallas
SFMG is a fee-only wealth advisory firm based in Dallas, Texas, dedicated to providing personalized financial guidance rooted in data, research, and care. Since 2002, we have prioritized client needs above all else, operating without commissions or product-based incentives to ensure unbiased advice. Our team combines the expertise of a large firm with the personalized attention of a smaller practice, fostering deep relationships that extend beyond traditional financial planning. We specialize in comprehensive wealth management, alternative investments, and tailored strategies for entrepreneurs, executives, and professionals navigating complex financial landscapes.Our commitment to analytical rigor, transparency, and community impact defines our approach, ensuring clients feel secure in their financial futures and empowered to make informed decisions. With a low advisor-to-client ratio, we remain accessible for lifes milestones and challenges, collaborating closely with clients broader financial teams to deliver holistic solutions. Headquartered in Texas, we serve clients nationally and globally, offering both in-person and virtual consultations to accommodate diverse needs.
Services
Wealth Management
Investment Management
Tax Planning
Estate Planning
Retirement Planning
Alternative Investments
Business Owner Services
Charitable Planning
Education Planning
Details
- Year established: 2002
Highlights and features
- We are 100% fee-only with no commissions or product incentives.
- Our low advisor-to-client ratio ensures personalized, accessible service.
- We integrate alternative investments for enhanced portfolio diversification.
- Our team includes CFPs, CFAs, and specialists with decades of combined experience.
- We collaborate with your existing legal, tax, and insurance professionals.
Associations and certifications
- Registered Investment Advisor (RIA)
- Certified Financial Planner (CFP)
- Chartered Financial Analyst (CFA)
Services
Wealth Management
SFMGs wealth management services create customized strategies aligned with individual goals, life stages, and risk tolerance. We integrate investment management, tax planning, and estate planning to safeguard assets and ensure long-term financial security. Our fiduciary approach prioritizes client education and transparency.
Alternative Investments
We offer vetted alternative investments like private equity, real estate, and hedge funds to enhance portfolio diversification. Our rigorous due diligence process ensures opportunities align with client objectives while maintaining fee-only transparency and avoiding commissions.
Retirement Planning
Our retirement planning evaluates current assets, income needs, and lifestyle goals to determine sustainable withdrawal strategies. We analyze tax implications and coordinate with accountants to optimize retirement income while minimizing liabilities.
Estate Planning
SFMG collaborates with attorneys to design estate plans that reflect client wishes while minimizing taxes and administrative costs. Services include trust structuring, beneficiary designations, and legacy planning for generational wealth transfer.
Tax Planning
We work alongside tax professionals to identify opportunities for tax efficiency, including retirement account conversions, charitable giving strategies, and income timing. Our goal is to reduce long-term tax burdens through proactive, data-driven planning.
People
Shashin G. Shah
Managing Director
Shashin G. Shah leads SFMGs strategic vision with over 20 years of experience in wealth management. A CFA and CFP, he specializes in alternative investments and multi-generational planning, ensuring clients receive innovative, client-first solutions.
Barry L. Evans
Senior Wealth Advisor
Barry L. Evans provides personalized wealth strategies as a Senior Wealth Advisor. With a CFA designation, he focuses on portfolio construction and risk management, leveraging analytical rigor to align investments with client goals.
Andrea Gilmore
Financial Planner
Andrea Gilmore, a Certified Financial Planner, specializes in comprehensive financial planning for professionals and families. She emphasizes education and transparency, helping clients navigate life transitions with confidence.
Taylor Nipp
Managing Director
Taylor Nipp, a CFP, oversees client relationships and financial planning strategies. Her expertise in tax-efficient planning and retirement income solutions ensures clients achieve long-term financial security through personalized guidance.
David P. Gamble
Senior Wealth Advisor
David P. Gamble combines CFP expertise with deep market knowledge to deliver tailored investment solutions. He prioritizes client collaboration, ensuring strategies evolve with changing life circumstances and financial objectives.
Questions
What does 'fee-only' mean for your services?
We receive no commissions or third-party incentives. Our sole compensation comes from client fees based on assets under management and planning services, ensuring unbiased advice aligned with your interests.
How often will we meet to review my financial plan?
We meet at least annually, with most clients opting for quarterly or semi-annual reviews. Frequency adjusts to your needs, ensuring ongoing alignment with evolving goals and market conditions.
Do you work with clients outside Texas?
Yes, we serve clients nationwide and globally through virtual consultations. While based in Texas, our services are accessible to clients wherever they reside.
How do you incorporate alternative investments?
We selectively integrate alternatives like private equity and real estate after rigorous due diligence. These investments aim to enhance diversification but are only recommended when aligned with your risk tolerance and objectives.
Can you coordinate with my existing attorney or accountant?
Absolutely. We collaborate with your trusted professionals to ensure cohesive tax, estate, and financial planning. With your approval, we share documents and participate in joint meetings to streamline your financial strategy.
What sets SFMG apart from larger firms?
Our size allows personalized service without sacrificing expertise. We combine institutional-quality research with a relational approach, ensuring you’re never just a number but a valued partner in building long-term financial security.
Videos
