A complete list of active advisors currently associated with Old Security Group

Warmer can help you find a great advisor at Old Security Group or one who fits your needs even better.

Old Security Group provides discretionary asset management and financial planning to individual and high‑net‑worth clients, overseeing roughly $56 million across about 71 client relationships. Services include ongoing portfolio management, personalized investment policy development, and both basic and comprehensive financial planning engagements. The firm implements discretionary strategies using fundamental, technical and cyclical analysis and may engage sub‑advisors or co‑advisors to implement model portfolios while retaining primary client contact and supervisory responsibility. Financial planning often involves coordination with other professionals and can include tax preparation, estate document review and liaison with accountants or attorneys as part of the planning process. Distinctive for a firm of this size, Old Security Group is affiliated with both an insurance agency and a tax planning/preparation business, with approximately 40% of the principal’s time spent on those activities; the brochure discloses these relationships and the potential conflicts they create. The firm also routinely places client assets with third‑party co‑advisors and model providers and receives portions of fees from those arrangements while maintaining disclosure and fiduciary obligations.

To learn more about the advisors currently working at Old Security Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.