A complete list of active advisors currently associated with Secura Financial

Warmer can help you find a great advisor at Secura Financial or one who fits your needs even better.

The firm provides fee‑based personalized financial planning and discretionary portfolio management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and other business entities. Approximately half of the advice the firm delivers is non‑securities financial planning, with the remainder focused on portfolio management and investment implementation. Investment programs are implemented on a discretionary basis under written investment policy documents, and the firm uses fundamental and cyclical analysis with strategies that can include long‑ and short‑term positions, option writing, margin, and derivative instruments. The firm also places clients with third‑party money managers, serves as a co‑advisor on wrap fee programs, and conducts periodic portfolio reviews to monitor objectives and risk. This firm differs from many peers in that its principals maintain multiple industry roles — including registered representative relationships with broker‑dealers, an active law practice and real‑estate brokerage activity — all of which are disclosed as potential conflicts of interest. It is also a wrap fee program sponsor that shares referral fees with third‑party managers and explicitly uses borrowing and derivatives in managed accounts, practices that are relatively uncommon among similar team firms.

To learn more about the advisors currently working at Secura Financial, 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.