ORLANDO, FL — Security Financial Management Inc., a premier financial advisory firm located in Orlando, Florida, is redefining wealth management by focusing on both immediate financial goals and long-term sustainability. Known for its innovative approach to financial planning, the firm prioritizes multi-generational strategies that ensure wealth is preserved, enhanced, and passed down efficiently through the generations. With more than 35 years of experience in the financial services industry, the firm is establishing itself as a leading force in the field, recognized for its expertise, commitment to client education, and a focus on personal relationships.
Unlike many traditional financial advisory firms that operate on a one-advisor model, Security Financial Management has embraced a multi-advisor, collaborative approach. The firm assembles a team of financial professionals, each specializing in different areas such as tax strategies, investment planning, and estate management. Clients benefit from the insights and expertise of a head advisor, a second-generation advisor, and a third-generation advisor, creating a unique and forward-thinking strategy that provides comprehensive, diverse solutions to a wide range of financial challenges. This team-based approach allows the firm to craft more holistic financial plans, ensuring that each client’s current and future financial needs are met with precision and foresight.
“We take pride in the fact that we’ve built a team of advisors whos expertise vary in all aspect of ones financial world, allowing the manpower to account not just for the immediate financial goals of each client, but also the planning for their long-term future and that of their families,” said Robert Lovaglio, Vice President and Director of Communications at Security Financial Management. “Financial planning is as much about legacy building as it is about short-term objectives. our multi-generational approach reflects that philosophy. It allows us to offer a more robust, personalized service that prepares clients for a prosperous future, not just financially but also intergenerationally.”
Over the years, the firm has garnered substantial recognition for its innovative strategies and exceptional client service. It has been acknowledged as one of the top financial planning firms in Orlando and the surrounding area, with accolades from local publications such as Winter Park’s Best of Winter Park and Orlando Weekly. These awards not only highlight the firm’s excellence but also its ability to adapt to ever-changing financial markets, ensuring that its strategies remain relevant and effective for its clients.
Central to the firm’s philosophy is the empowerment of clients through education. Security Financial Management takes great care in providing valuable financial insights, offering advice on everything from investment strategies to tax-efficient planning. The firm’s financial advisors are often featured on Fox TV in the segment “Financial Speaking with SFM,” where they discuss a variety of important financial topics. This educational outreach helps clients make informed decisions about their financial future. Additionally, the firm produces the widely popular Best Adviced Podcast Guys, which provides listeners with timely, accessible information about financial trends and investment strategies. This initiative has attracted a broad audience and further solidified the firm’s position as a thought leader in the financial space.
“It’s pretty simple,” Frank Lovaglio, Wealth Advisor and Founder of Security Financial Management… “We take the complexities that come with wealth and retirement off the table. We paint a clear picture of why we’re recommending certain strategies, so they can feel confident and empowered in their financial journey. Our educational initiatives, like our TV segments and podcasts, are a reflection of that commitment to helping clients achieve financial literacy and long-term success.”
While many financial advisory firms focus on attracting a broad client base, Security Financial Management has taken a more selective approach. The firm concentrates its efforts on serving a smaller, more targeted group of clients, ensuring that each individual or family receives the personalized attention they deserve. “We believe that quality trumps quantity,” Lovaglio stated. “By working with fewer clients, we can devote more time and resources to ensuring that each one receives the tailored services and in-depth guidance they need. Our clients are treated like family, and that’s a core value we hold dear.”
A significant aspect of the firm’s success lies in its ability to help clients navigate the complexities of multi-generational wealth transfer. Security Financial Management specializes in assisting families with wealth preservation, tax-efficient estate planning, and developing personalized investment strategies that consider both present needs and future goals. These services are especially beneficial for clients seeking to protect and grow their wealth across generations, ensuring that it will continue to benefit their heirs for many years to come.
“We understand that families want to ensure their wealth is passed on smoothly and without unnecessary complications,” Lovaglio noted. “That’s why we place such an emphasis on providing multi-generational strategies that not only protect wealth but also optimize it for future generations. We help our clients plan for efficient wealth transfer, which is key to ensuring the financial stability of their families in the long term.”
The firm’s dedication to providing peace of mind to its clients is evident in its approach to financial management. By offering a comprehensive, multi-generational wealth strategy, Security Financial Management helps clients feel confident that their wealth is being managed with careful thought and consideration, ensuring that it will continue to grow and serve future generations.
Those interested in learning more about how Security Financial Management can assist with their own financial goals are invited to take advantage of the firm’s easy-to-access online platform, where they can schedule an introductory consultation. Prospective clients can explore the full range of services the firm offers and learn more about its distinctive approach to wealth management. Additionally, the Best Adviced Podcast Guys is available for subscription, providing listeners with valuable insights on financial strategies, investment tips, and more.
For further information or inquiries:
Contact:
Robert Lovaglio
Vice President, Director of Communications
Security Financial Management Inc.
Email: ro*@*************up.com
Visit the firm’s website: SFM Advisor Group
Catch the latest insights on financial trends via 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
Best of Central Florida Disclosure: sofilamedia.com/best-of-central-florida
Advisors did not pay a fee to be considered for inclusion in these rankings, and inclusion does not guarantee future performance.