Second Half Financial Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$126,575,000
Clients
485
Advisors
3
of 5 employees
About
Second Half Financial Partners provides discretionary investment management and financial consulting to individuals, small businesses, trusts, and foundations, with a stated focus on first responders, business owners, and clients who are planning for or are in retirement. Services described in the brochure include portfolio construction using ETFs, dividend-paying stocks and bonds, tax-related management and reporting, estate planning consulting, retirement income planning, financial divorce analysis, and hourly financial consulting.
The firm’s investment process centers on asset and tactical allocation informed by fundamental, technical, and cyclical analysis, typically following two to three in-person or virtual meetings to establish goals, risk tolerance, and time horizon. Portfolios are constructed for long-term objectives with periodic rebalancing; the firm also conducts due diligence and ongoing oversight when clients engage third‑party money managers.
Noteworthy aspects disclosed in the ADV include principals’ activities as licensed insurance agents and involvement in tax/accounting services, which the firm discloses as potential conflicts of interest and may result in commission or referral arrangements. The ADV also lists client-facing websites and recent amendments regarding website disclosures and reports, and shows the firm manages approximately $128 million across roughly 485 client relationships served by three advisers, resulting in a relatively high client load per adviser.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
up to 2.00% annually
$250 per hour for financial consulting services
Main office
145 West Center Avenue
Sebring FL 33870
Advisors at this office
3
Most active in
Florida · Georgia · Louisiana · Michigan · New Hampshire · North Carolina · Ohio · Tennessee · Texas · Virginia
Also doing business as
Second Half Financial Partners, LLC · Second Half Team · Statler Financial Services, Inc. · Swaine & Leidel LLC · Swaine & Leidel Wealth Services · Swaine & Leidel Wealth Services, LLC · Swaine And Leidel Wealth Services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
John S
Series 63, Series 65
Sebring, FL
Second Half Financial Partners, LLC
John Swaine is a financial advisor with Second Half Financial Partners, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Raymond James Financial Services and managing member roles in multiple LLCs. Outside of advising, he serves part-time as a police officer with the Sebring Police Department. Second Half Financial Partners provides discretionary investment management and financial consulting to individuals, small businesses, trusts, and foundations, with a focus on first responders, business owners, and clients planning for or in retirement. The firm constructs diversified, long-term portfolios using asset and tactical allocation and manages approximately $364 million for over 1,100 clients.
George L
Series 63, Series 66
Sebring, FL
Second Half Financial Partners, LLC
George Leidel Jr. is a financial advisor with Second Half Financial Partners, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His background includes roles at Heartland Tax and Accounting, LLC, Leidel Capital, Inc., and Raymond James Financial. Outside of advising, he serves as president or managing member of several holding companies and is involved in tax preparation and IRS representation through Platinum Financial Partners, LLC. Second Half Financial Partners provides discretionary investment management and financial consulting primarily to individuals, small businesses, trusts, and foundations, with a focus on first responders, business owners, and clients planning for or in retirement. The firm constructs diversified, long-term portfolios using asset and tactical allocation strategies and manages an elevated client load across its team of five advisors.
Phillip S
Series 63, Series 65
Sebring, FL
Second Half Financial Partners, LLC
Phillip Statler is a financial advisor at Second Half Financial Partners, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in tax preparation services as president of SFS Tax Services, Inc., and as a partner and tax preparer at Heartland Tax and Accounting, LLC. Statler also serves as an insurance agent through Statler Financial Services, Inc. Second Half Financial Partners provides discretionary investment management and financial consulting to individuals, small businesses, trusts, and foundations, with a focus on first responders, business owners, and clients planning for or in retirement. The firm’s investment approach involves portfolio construction using ETFs, dividend-paying stocks, and bonds, guided by fundamental, technical, and cyclical analysis.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)