Discover how Security Financial Management Inc. is revolutionizing financial planning by using a future-focused, team-based approach to generational wealth.
In a world full of market uncertainty and financial unpredictability, families need more than just short-term solutions, they need a partner who understands that true wealth is built over generations. This is where Security Financial Management Inc. (SFM) stands apart. For over 35 years, SFM has empowered families to make strategic financial decisions, ensuring their wealth is not only protected but continues to grow and thrive for generations to come.
Robert Lovaglio, Vice President and Director of Communications at SFM, is at the heart of showcasing this approach. During his time with Security Financial Management, the firm has crafted a financial planning philosophy that focuses not just on immediate financial outcomes but on the future, on wealth preservation, long-term strategies, and multi-generational planning. “The legacy of wealth is as much about family as it is about numbers,” says Lovaglio. “Our role is to guide families through the complexities of financial decisions while creating a roadmap for a prosperous future, both today and for generations to come.”
Shifting the Paradigm: A Team Approach to Wealth Management
In most financial advisory firms, one advisor typically handles all aspects of a client’s financial life. While this model may work for some, it often lacks the depth and holistic strategy necessary to meet the evolving needs of families. SFM chose a different path, one centered on collaboration, expertise, and future-focused planning.
“We believe that no single advisor can provide the depth of insight required to build sustainable, generational wealth,” explains Lovaglio. “That’s why we use a team-based approach, bringing together specialists who work together to ensure that every aspect of a family’s wealth is managed strategically.”
This team-based structure involves not only the head advisor but also second- and third-generation advisors. This multi-generational approach ensures that every piece of the puzzle, tax planning, estate management, investments, and more, is reviewed from multiple angles, preventing missed opportunities and guiding clients toward long-term success.
Generational Wealth: Protecting What Matters Most
At the core of SFM’s financial philosophy is the understanding that wealth is more than just money, it’s about creating a legacy that endures. Families that work with SFM are not just building for today; they are preparing their children, grandchildren, and beyond to enjoy the fruits of their labor.
“We help clients see beyond the here and now,” says Lovaglio. “Building wealth isn’t just about what you have today; it’s about ensuring that wealth continues to grow and benefit your family for generations.”
With this focus on generational wealth, SFM works closely with clients to plan not just for retirement but for long-term financial stability, helping families navigate significant life transitions, such as estate planning, retirement, and business succession. SFM’s strategic planning extends far beyond the individual, ensuring that wealth-building strategies align with each family member’s long-term goals.
Selective Clientele: Deep Relationships, Focused Attention
Unlike many financial advisory firms that cast a wide net to serve as many clients as possible, SFM takes a more selective approach. This is by design, ensuring that every family they work with receives the full attention, care, and expertise required for successful wealth management.
“Our clients are more than just clients, they become part of our extended family,” Lovaglio explains. “We choose to work with families who appreciate the depth and commitment of a long-term relationship. This allows us to create personalized, high-touch service that is meaningful and impactful.”
By maintaining this intentional focus on select families, SFM can dedicate the time and resources necessary to truly understand each client’s financial objectives, ensuring that every strategy is customized and aligned with their future goals. This deep commitment to personalized service is why clients return year after year for continued support.
Recognition for Excellence in Financial Planning
Security Financial Management’s distinctive approach to wealth management has not gone unnoticed. The firm’s dedication to client success and multi-generational planning has earned them multiple accolades. In 2025, SFM was named the Best Financial Planning Firm in Central Florida by Best of Best Review, a testament to their excellence in providing thoughtful, ethical financial guidance.
SFM’s outstanding service and industry reputation are further demonstrated by their six-year streak of being voted Best of Winter Park for Financial Planning. In 2024, the firm was also named Best Financial Planning Firm of Orlando by Orlando Weekly and Best of Central Florida Financial Planning Firm by Best of Central Florida News 6 WKMG.
Beyond awards, SFM has cultivated a strong educational presence. Their financial insights are frequently featured on Fox TV and in their popular weekly podcast, Best Adviced Podcast Guys, which reaches over 30,000 subscribers. These platforms offer valuable market updates and financial advice, helping clients and listeners make informed, strategic decisions about their financial futures.
A Comprehensive, Future-Focused Strategy
What truly sets Security Financial Management apart is their commitment to integrating every financial decision into a broader, long-term strategy. Their approach ensures that no aspect of wealth management, whether it’s tax planning, investments, or estate considerations, operates in a vacuum.
“We don’t just help you manage your finances today; we help you plan for a future that is aligned with your family’s vision,” says Lovaglio. “Every financial decision is made with the big picture in mind. This holistic approach ensures that families don’t just survive, they thrive.”
This focus on long-term wealth-building and protection for future generations provides clients with peace of mind, knowing that their financial future is secure. Clients often express relief in knowing that the complexities of wealth management are being handled by a team that treats their financial goals with the utmost care and attention.
Building a Legacy: A Partner for Your Financial Future
Security Financial Management continues to be a trusted partner for families looking to protect, grow, and pass on their wealth. Whether clients are planning for retirement, managing their estate, or navigating the complexities of business succession, SFM’s multi-generational approach ensures that their wealth will endure.
“We take the weight of your finances off your shoulders,” says Lovaglio. “Our job is to let you focus on what matters most while we manage the complexities of wealth management for the future.”
For families who value thoughtful, strategic planning, Security Financial Management offers a path to lasting financial security.
Get Started with SFM Today
If you’re ready to ensure that your wealth is protected for generations to come, start a conversation with Security Financial Management. Schedule a 15-minute introductory call with their award-winning team and explore how they can help you build a future of financial success.
To schedule your call just visit www.SFMadvisorgroup.com to learn more about their services.
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Did Not pay a fee to be considered. Inclusion in these rankings does not guarantee.
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, Bluespring Wealth Partners LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Investor Disclosures: www.kestrafinancial.com/disclosures
Neither Security Financial Management, Bluespring Wealth Partners LLC, Kestra IS or Kestra AS offer tax and legal advice.
Best of Winter Park Competition Rules & Disclaimers: winterpark.org/best-of-winter-park
Best of Orlando Competition Rules & Disclaimers: orlandoweekly.com/orlando/BestOf Advisors Best of Central Florida Disclosure: sofilamedia.com/best-of-central-florida
Investor Disclosures:
Investor Disclosures | Industry-Leading Independent BD
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