SFMG Wealth Advisors
Chase Thomas, CFP®, CPA, currently serves as a Senior Wealth Advisor at SFMG Wealth Advisors and is the Founder and Principal of Elm Valley Group, where a comprehensive and customized approach for efficient tax planning is developed. With extensive experience in wealth management and financial planning, Chase has previously held positions at HFS Wealth Management as a Wealth Manager, Cain Watters & Associates as a Financial Planner, and Deloitte, where strategic international tax planning and consulting were key responsibilities. An early role as a Tax Manager at Burds, Reed & Mercer PC focused on partnership, trust, and individual tax compliance. Chase holds a BBA in Accounting from Baylor University and a Certificate in Financial Planning from Southern Methodist University.
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SFMG Wealth Advisors
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.