A complete list of active advisors currently associated with Secured Retirement Advisors, LLC

Warmer can help you find a great advisor at Secured Retirement Advisors, LLC or one who fits your needs even better.

Secured Retirement Advisors, LLC is an SEC‑registered investment adviser managing roughly $255 million for about 600 clients through a small team of four advisors. The firm offers personalized financial planning, discretionary and non‑discretionary portfolio management, selection of third‑party advisers, and pension consulting services including ERISA‑related plan management and participant education. Portfolios are tailored to client objectives and risk tolerances using a mix of fundamental and technical analysis, long‑ and short‑term strategies, and option writing (generally covered options); accounts are monitored and rebalanced as market conditions and client circumstances change. The firm relies on third‑party platforms for fee calculation and performance reporting, and its brochure discloses the use of direct‑indexing strategies and AI tools (including recorded/transcribed meetings, with an opt‑out option). Compared with many team firms, SRA discloses and makes performance results available and explicitly uses derivatives and allows borrowing/margin in advisory accounts and separately managed accounts, practices the firm highlights along with related conflicts of interest (for example, margin increases billable assets). The brochure also notes affiliated insurance activity and the use of third‑party tax preparers and TPAs, which the firm discloses as potential conflicts while describing how it monitors and documents those relationships.

To learn more about the advisors currently working at Secured Retirement Advisors, LLC, 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.