Join SFM | Fully Vested in Our Advisors is Security Financial Management's dedicated website for Financial Advisors looking to take their practice to the next level. Whether an Advisor is starting out, mid-career, or ready to secure a succession plan to ease into retirement, SFM has the right resources, the right team, and the right know-how to move a practice forward.
advisor transition, joining a firm, succession planning, broker/dealer, advisor career move
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We integrate technology that saves you time and energy so you can focus on serving your clients.


Our veteran advisors coach, consult, and direct you to resources that improve your business strategy.

Gold Star Service

We have resources in place to ensure your transition plan is conducted in a timely and professional manner.


Our marketing resources can help you expand your book of business and enhance your client experience.

A Culture of Camaraderie

Security Financial Management has been named among Orlando’s Top 5 Financial Planning Firms by the Orlando Business Journal. At SFM, there’s a key to our success: ensure that everybody within the company is on the same team. It’s a simple rule that is applied to each of our offices. It guides our culture and fosters colleague relationships built on trust and mutual respect.


New to the Industry

If you have only been in the industry a short time and aren’t receiving the career development you know you need to flourish as an Advisor, then we hope you’ll consider joining Security Financial Management.

Mid-Career Advisors

We provide renewed optimism for Advisors who find themselves in the middle of their career, realizing they don’t have the right culture, comradery, support, experience, and resources to take their practice to the next level.


Veteran Advisors

We’ve developed the ideal environment for veteran Advisors desiring to continue their careers for another 5-10 years, not quite ready to leave the business, but ready to implement a change of pace.

A Brand 30+ Years in the Making

We believe that financial planning is more than a profession – it’s a calling. We realize finances aren’t so much about money but rather family, health, hope, and happiness. Finances are only as successful as the purpose they’re intended to fulfill. Over the past three decades, we’ve had the privilege of helping hundreds of families and individuals in Central Florida, and we’re just getting started.


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