SFMG Wealth Advisors
Corey Orthengren, CPA, CFP®, is a financial planner currently working at SFMG Wealth Advisors, a fee-only wealth advisory firm in Dallas, Texas, since January 2024. Previously, Corey served as a financial planner at Corient, one of the largest integrated RIAs in the United States, managing assets for high net worth and ultra high net worth clients from August 2021 to January 2024. Corey's professional journey began at Amarillo National Bank, where roles included commercial credit analyst, proof operator, and customer service representative from January 2018 to July 2021, following a position as a bank teller at Happy State Bank from October 2016 to December 2017. Corey's educational background includes a Master of Professional Accounting from West Texas A&M University, a Bachelor of Business Administration with a double major in Accounting and Finance, and an Associate in Science in Business Administration from Amarillo College.
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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.