SFG Wealth Planning Services is a family office - multi based in Doylestown, United States, founded in 1993. Verified contact details, AUM data, and investment preferences on FindLPs.
SFG Wealth Planning Services (SFG) is a multi-family office based in Doylestown, Pennsylvania. Established in 1993, the firm provided family office services including asset management, insurance risk management, tax planning, and estate management. The firm got acquired by Savant Wealth Management in 2022.
Investment types: Investment Funds, Private Equity, Venture Capital, Joint Venture/Partner
Sectors & themes: Investment Management, Equity/Mutual Funds, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, ETFs, Debt Management Finance, Financial Services, Traditional Investments (Liquid Assets)
Preferred geographies: United States
Location: Georgetown Crossing Suite 140\n3655 U.S. Route 202\nDoylestown\nPennsylvania\n18902\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.