SECURE FINANCIAL MANAGEMENT

Overview

Secure Financial Management is an independent, SEC-registered registered investment adviser organized as an LLC and established as an adviser in 2021. The firm is owned by an individual and focuses on private clients—individuals and families—providing financial planning and portfolio management services tailored to individuals and small businesses. Its fee model combines a percentage of assets under management with fixed-fee engagements. The firm does not identify as a capital allocator or an active ESG investor and reports no multi-state advisory footprint. It maintains an industry affiliation with an insurance company, which may influence product availability and distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives