FINANCIAL SECURITY MANAGEMENT, INC

Overview

Financial Security Management, Inc. is an independent, SEC‑registered advisory firm that focuses on individual and family clients. The firm, organized as a corporation and owned by an individual, provides financial planning and discretionary portfolio management for individuals and small businesses while also operating an insurance brokerage and accounting practice. Fee arrangements include percentage‑of‑AUM billing and hourly charges. The adviser does not identify as an active ESG investor, is not a multi‑state adviser, and does not operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives