A complete list of active advisors currently associated with Security Financial Advisors,LLC

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

Security Financial Advisors, LLC provides discretionary investment management and financial advice to individuals (including high-net-worth clients) and trusts, managing approximately $18.7 million across a small number of client relationships. The firm generally charges percentage-of-assets fees and uses an initial personal data questionnaire to develop individualized investment objectives and account guidelines. The firm primarily employs fundamental analysis supplemented by technical analysis, and implements long-term and short-term equity strategies as well as limited covered-option writing where appropriate. Portfolio construction uses diversified holdings including mutual funds and ETFs, and the adviser typically exercises discretionary trading authority while allowing clients to impose written restrictions. A distinctive aspect of the firm is its affiliation with an accounting practice: the adviser’s principal is a certified public accountant who owns an accounting firm from which the advisory firm leases office space and equipment and for which it may pay or reimburse certain administrative and overhead expenses. The brochure notes that the accounting firm may recommend the adviser to accounting clients (with no referral fees paid) and that clients remain free to engage independent accounting services.

To learn more about the advisors currently working at Security Financial 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.