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 and non‑discretionary portfolio management, comprehensive and modular financial planning, and consulting to individuals, high‑net‑worth clients, trusts, estates and business entities. The firm also offers sub‑advisory arrangements and a formal retainer option for clients who require ongoing planning support. The firm’s investment process relies on fundamental analysis and Modern Portfolio Theory and commonly employs mutual funds, ETFs, municipal and corporate debt, and variable annuities when appropriate; account reviews are performed at least quarterly and the adviser may allocate assets among licensed sub‑advisers to access specialist expertise. Discretionary authority is used for managed accounts, while non‑discretionary accounts require client approval for trades, and clients receive disclosure materials for any sub‑adviser engaged on their behalf. A distinctive disclosure in the brochure notes the firm’s use of client testimonials in advertising, a practice that is uncommon among peer team firms. The brochure also highlights operational specifics that set the firm apart: it reports proxy voting activity, allocates a defined monthly time commitment (45–60 minutes) to retainer clients, does not take custody of client assets itself, and manages roughly $400 million in discretionary assets.

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.