FINANCIAL SECURITY MANAGEMENT, INC
SEC RegisteredInvested In You
About the firm
Since 1995, Financial Security Management has been serving families, individuals, and small businesses by offering strategic planning and educational opportunities in investment management and tax preparation services. The firm takes a holistic approach to supporting clients during every stage of life, leading with honest guidance and genuine care.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, tax preparation services, financial goal setting, retirement planning, life changes guidance, tax planning, and risk management.
Who they serve
Families, individuals, and small businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 973 | $291M |
| High Net Worth Individuals | 129 | $320M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of March 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FINANCIAL SECURITY MANAGEMENT, INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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