Join SFM | Our Partners 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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Our Partners

Our clearing firm is the industry’s largest provider of clearing and settlement solutions. BNY Mellon’s Pershing helps us power our business by driving growth, creating scale, managing costs, and helping us stay ahead of new regulations.

Loring Ward offers the dynamic resources that helps SFM deliver a better wealth experience for our clients. Backed by 25+ years of experience and exclusive focus on independent advisors, the firm works with our team to build the environment of advice we’ve always envisioned.

Our broker/dealer, ProEquities, is an independent broker/dealer-RIA that offers carefully selected advisor tools for client satisfaction without the constraints and bureaucracy of a huge firm.