A complete list of active advisors currently associated with Secure Financial Management

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

Secure Financial Management provides discretionary portfolio management, retirement planning and broader financial planning and consulting to individual clients (including high-net-worth and non‑HNW households) and select business entities. The firm manages roughly $400 million across several hundred client relationships and delivers ongoing asset management alongside modular or full written financial plans as part of its services. The firm emphasizes retirement-focused planning and integrates multiple methods of analysis — including fundamental, technical and charting approaches — with a predominantly value‑oriented, long‑term equity emphasis and tactical/strategic asset allocation. Accounts are actively monitored (weekly) with formal reviews at least quarterly and annual client meetings; the firm also discloses procedures for retirement-plan rollover recommendations and an impartial conduct standard to address the economic incentive those rollovers can create. Notable distinctions include the firm’s use of client testimonials in advertising, a practice that is uncommon among peers and disclosed in its materials. Secure Financial Management also discloses affiliated insurance activities (including sales of annuities and health/Medicare plans through affiliated agents) and that it sometimes pays or subsidizes select clients’ third‑party tax or estate‑planning fees, which the brochure identifies as potential conflicts of interest; proxy voting is left to clients rather than handled by the firm.

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