SFMG Wealth Advisors
Kevin Margolis is the Managing Director and CEO of SFMG Wealth Advisors, a position held since September 2004, where responsibilities include overseeing comprehensive wealth management and investment management services. Prior to this role, Kevin Margolis served as a Tax Manager at KPMG Peat Marwick from 1989 to 1994. Kevin Margolis holds a Bachelor of Business Administration degree in Accounting and Finance from The University of Texas at Austin, earned between 1985 and 1989.
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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.