Insights

Acquisition Opportunity A recent acquisition by Bluespring Wealth Partners suggests potential for upsell or integration opportunities with integrated wealth management platforms and back-office support services.

Growth Scale Reported revenue in the 50M to 100M range and 11-50 employees indicate mid-market scale with room to expand service lines such as advanced planning, estate, or fiduciary services to cross-sell to existing clients.

Brand Elevation Frequent recognition as Best of Winter Park for multiple years signals strong local brand trust, which can be leveraged to introduce premium advisory offerings or performance analytics services.

Technology Stack Current tech stack includes Digital marketing and hosting tools (WordPress with Elementor, Facebook Pixel, CDN/DNS services) suitable for advanced digital engagement, data analytics, and client onboarding enhancements.

Regulatory & Compliance Affiliation with Kestra IS and Kestra AS and clear disclosures indicate a compliant framework; opportunity to provide compliance automation, security enhancements, or vendor risk management services to strengthen governance.

Similar companies to Security Financial Management, Inc.

Security Financial Management, Inc. Tech Stack

Security Financial Management, Inc. uses 8 technology products and services including Facebook Pixel, Cloudflare CDN, Amazon S3, and more. Explore Security Financial Management, Inc.'s tech stack below.

Facebook Pixel
Analytics
Cloudflare CDN
Content Delivery Network
Amazon S3
Content Delivery Network
Cloudflare DNS
Domain Name Services
Font Awesome
Font Scripts
ScrollReveal
Javascript Libraries
Elementor
Page Builders
Hostinger
Web Hosting

Media & News

Bluespring Wealth Partners, LLC acquired Sfmadvisorgroup on Feb 2nd '22.
Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms, today announced the acquisition of Security Financial Management.
Feb 02, 2022 | www.businesswire.com

Security Financial Management, Inc.'s Email Address Formats

Security Financial Management, Inc. uses at least 1 format(s):

Security Financial Management, Inc. Email Formats	Example	Percentage
First@sfmadvisorgroup.com	John@sfmadvisorgroup.com	75%
FLast@sfmadvisorgroup.com	JDoe@sfmadvisorgroup.com	13%
First.Last@sfmadvisorgroup.com	John.Doe@sfmadvisorgroup.com	10%
First_Last@sfmadvisorgroup.com	John_Doe@sfmadvisorgroup.com	2%

Frequently Asked Questions

What is Security Financial Management, Inc.'s phone number?

You can contact Security Financial Management, Inc.'s main corporate office by phone at

+1-248-625-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Security Financial Management, Inc.'s official website and social media links?

Security Financial Management, Inc.'s official website is sfmadvisorgroup.com and has social profiles on LinkedIn.

How much revenue does Security Financial Management, Inc. generate?

As of July 2026, Security Financial Management, Inc.'s annual revenue is estimated to be $50M - $100M.

What is Security Financial Management, Inc.'s NAICS code?

Security Financial Management, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Security Financial Management, Inc. have currently?

As of July 2026, Security Financial Management, Inc. has approximately 37 employees across 1 continents, including North America. Key team members include Managing Partner: M. B. W. A.Sales/ Mgt Specialist: D. B.Senior Client Service Associate: N. P.. Explore Security Financial Management, Inc.'s employee directory with LeadIQ.

What industry does Security Financial Management, Inc. belong to?

Security Financial Management, Inc. operates in the Financial Services industry.

What technology does Security Financial Management, Inc. use?

Security Financial Management, Inc.'s tech stack includes Facebook PixelCloudflare CDNAmazon S3Cloudflare DNSFont AwesomeScrollRevealElementorHostinger.

What is Security Financial Management, Inc.'s email format?

Security Financial Management, Inc.'s email format typically follows the pattern of First@sfmadvisorgroup.com. Find more Security Financial Management, Inc. email formats with LeadIQ.

When was Security Financial Management, Inc. founded?

Security Financial Management, Inc. was founded in 1986.

Security Financial Management, Inc.

Q: What is Security Financial Management, Inc.'s NAICS code?

Security Financial Management, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesFlorida, United States11-50 Employees

Security Financial Management, Inc. is an Orlando-based financial services firm that provides financial planning and investment guidance to clients in Central Florida. With more than 25 years of operation, the firm emphasizes enduring client relationships and has earned local recognition as Best of Winter Park for financial planning in 2020 through 2023. Some advisors participate as SmartVestor Pros, offering financial and investment guidance to Central Florida listeners of The Dave Ramsey Show.

It conducts securities and investment advisory services through Kestra Investment Services and Kestra Advisory Services, and maintains affiliations with Bluespring Wealth Partners LLC. In February 2022, Bluespring Wealth Partners acquired Security Financial Management, integrating it into a broader wealth-management platform.