Secure Financial Management

Overview

Secure Financial Management is an independent, individual-owned registered investment adviser organized as an LLC and SEC-registered since 2021. Its client focus is individuals and families, with primary advisory services centered on financial planning and portfolio management for individuals and small businesses. The firm charges clients via a percentage of assets under management and fixed-fee arrangements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. An industry affiliation with an insurance company is noted, which may influence product access or distribution for certain insurance-based solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives