ORLANDO, FL — Security Financial Management Inc., a leading financial planning firm based in Orlando, Florida, has established itself as a prominent player in the wealth management sector with a unique focus on long-term financial security and multi-generational wealth building. With over 35 years of expertise, the firm continues to stand out in an industry dominated by traditional approaches, offering clients a team-based model designed to ensure that their financial strategies endure across generations.
Unlike the conventional approach where a single financial advisor manages all aspects of a client’s wealth, Security Financial Management takes a more collaborative approach. Their model brings together a diverse team of experts, each specializing in different aspects of financial planning, such as tax optimization, investment management, and estate planning. With a head advisor, second-generation advisor, and third-generation advisor working together on every client’s financial plan, the firm offers a comprehensive service that addresses the complex needs of individuals and families across different life stages.
“We believe that long-term wealth protection goes beyond simply managing investments,” said Robert Lovaglio, Vice President and Director of Communications at Security Financial Management. “Our team’s combined expertise ensures that we create holistic financial plans that serve our clients today while securing their financial futures for generations to come.”
Security Financial Management’s innovative approach has not gone unnoticed. The firm has earned numerous accolades, including the distinction of being named the Best Financial Planning Firm for six consecutive years by Winter Park’s Best of Winter Park. In 2024, SFM received recognition as the Best Financial Planning Firm by Orlando Weekly and was also awarded the Best Financial Planning Firm of Central Florida by News6WKMG’s Best Of Central Florida. These honors reflect the firm’s dedication to delivering exceptional financial strategies and client service.
Furthermore, the firm’s presence in the media underscores its commitment to educating the public on key financial matters. Security Financial Management is frequently featured on Fox TV in the “Financial Speaking with SFM” segment, where its advisors offer expert insights on financial planning topics. The firm also hosts the popular podcast Best Adviced Podcast Guys, which boasts over 30,000 subscribers and serves as a valuable resource for individuals and families looking for sound financial advice and the latest market trends.
What sets Security Financial Management apart is its dedication to forging deep, lasting relationships with clients. While many financial firms prioritize a broad client base, SFM takes a more selective approach, working closely with a select group of individuals and families. “We aim to build more than just financial plans; we build lasting relationships,” Lovaglio explained. “Our clients are not just clients – they are part of our extended family, and we are committed to supporting them every step of the way.”
The firm’s team-based approach is particularly beneficial for those who are planning for the future. With a focus on generational wealth management, Security Financial Management helps clients protect and grow their assets while ensuring that wealth is transferred seamlessly across generations. By leveraging innovative tax strategies, estate planning tools, and personalized investment advice, SFM ensures that each client’s financial legacy is safeguarded for years to come.
At Security Financial Management, clients can rest assured that their wealth is in capable hands. “We are dedicated to working tirelessly behind the scenes to ensure our clients’ financial well-being,” Lovaglio said. “Our goal is for our clients to have peace of mind knowing that their financial future is being carefully managed with a long-term perspective.”
For those interested in learning more about how Security Financial Management can help secure their financial future, the firm offers easy access to its services through its online platform. Prospective clients can schedule a 15-minute introductory call or explore further details through the SFM Advisor Group website. Additionally, the firm’s Best Adviced Podcast Guys is available for subscription, offering valuable insights into financial trends and strategies.
Contact:
Robert Lovaglio
Vice President, Director of Communications
Security Financial Management Inc.
Phone: +1 (407) 644-4686
Email: ro*@*************up.com
For more information, visit the firm’s official website: SFM Advisor Group and stay up-to-date with the latest financial strategies through their podcast: Best Adviced Podcast Guys.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Security Financial Management and Bluespring Wealth Partners, LLC are affiliates of Kestra IS and Kestra AS. Investor Disclosures: www.kestrafinancial.com/disclosures. Best of Winter Park Competition Rules & Disclaimers: winterpark.org/best-of-winter-park
Best of Orlando Competition Rules & Disclaimers orlandoweekly.com/orlando/BestOf Advisors DID NOT pay a fee to be considered. Inclusion in these rankings is not indicative of the advisors’ future performance. BOCF Disclosure: https://sofilamedia.com/best-of-central-florida
