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.

Secura Financial, LLC 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. The firm manages roughly $320 million for about 673 clients through a team of seven advisors and offers written financial plans as well as ongoing asset management. Investment strategies are implemented on a discretionary basis and are tailored to each client’s objectives and risk tolerance, using fundamental and cyclical analysis and ranging from long‑term holdings to shorter‑term trading, option strategies and margin. The firm also refers some clients to third‑party money managers and integrates planning work—tax, insurance, retirement and estate considerations—into client engagements. Noteworthy aspects of Secura Financial’s structure include owners and advisors who maintain outside business activities such as a law practice and registrations with broker‑dealers, and the firm’s disclosed practice of receiving referral fees from third‑party managers; these affiliations are identified as potential conflicts of interest and are addressed in the brochure. The firm’s disclosures also note the use of derivative instruments and margin in client accounts, that it does not act as custodian, and that it does not sponsor a wrap fee program.

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.