Security Financial Management Inc helps families protect, preserve, and pass on wealth through disciplined, multi generational financial planning.
When markets turn volatile and financial headlines create unease, the most important decisions are rarely made in boardrooms. They happen at kitchen tables, during quiet conversations between parents and children, and in moments when responsibility feels heavier than ever. Those moments define the work of Security Financial Management Inc. For more than 35 years, the firm has helped families move from uncertainty to clarity by treating wealth as a long term stewardship rather than a short term transaction.
At the heart of this mission is Robert Lovaglio, Vice President and Director of Communications. His role reflects a broader philosophy that has guided the firm since its inception. Security Financial Management Inc was founded on the belief that families deserve guidance that spans generations, not just market cycles. That belief continues to shape how the firm serves its clients today.
A Mission Rooted in Family and Longevity
Security Financial Management Inc was built on a simple but powerful idea. Families benefit most when financial planning is approached collaboratively and with continuity over time. Traditional advisory models often rely on a single advisor to manage every aspect of a client’s financial life. Over time, this can lead to fragmented strategies and overlooked opportunities.
The firm chose a different structure. Its team based approach brings together specialized professionals to review each client’s situation comprehensively. A typical review includes a head advisor, a second generation advisor, and a third generation advisor. This structure allows for thoughtful coordination across tax planning, estate considerations, and long term strategy, while ensuring that no single perspective dominates critical decisions.
Selectivity as a Strategic Choice
One of the most defining decisions in the firm’s history was choosing to remain selective about who it serves. Security Financial Management Inc does not aim to work with everyone. Instead, it focuses on building deep, trusted relationships with families who value collaboration and long term planning.
Clients are chosen intentionally, allowing the team to dedicate meaningful time and attention to each relationship. This philosophy has shaped a culture where clients are treated like extended family. The result is a planning experience grounded in trust, consistency, and mutual respect.
Award Recognition and Industry Validation
Security Financial Management Inc’s disciplined, client centered approach has earned formal third party recognition at the regional level. The firm was named Best Financial Planning Firm in Central Florida of 2025, an honor awarded through Best of Best Review. This distinction is based on an independent evaluation process that examines professional reputation, service quality, consistency, and demonstrated impact within the community. Full details of the selection criteria and evaluation standards are publicly available through the Best of Best Review methodology, which can be reviewed at Best of Best Review Selection Process. The recognition reflects the firm’s ongoing commitment to ethical guidance, thoughtful planning, and multi generational client relationships.
A Record of Consistent Excellence
This latest recognition builds on a long history of community trust. Security Financial Management Inc has been voted Best of Winter Park for Financial Planning for six consecutive years. 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, the firm has become a familiar presence through financial education and media engagement. Many recognize the team from Fox TV appearances focused on market insights or from its weekly market update podcast, Best Adviced Podcast Guys, which reaches more than 30,000 subscribers. These platforms allow the firm to educate without sensationalism, reinforcing a steady and disciplined perspective.
What Sets the Firm Apart Today
Today, Security Financial Management Inc distinguishes itself through integration and care. Financial decisions are never viewed in isolation. Every strategy is evaluated within the broader context of a family’s goals, responsibilities, and future plans. This holistic approach reduces missed opportunities and supports informed decision making.
Clients often describe a sense of relief in knowing that a dedicated team is managing the complexity on their behalf. The firm’s guiding message captures that promise clearly. Let us lose sleep over your finances. You are in good hands.
A Human Approach to Generational Planning
While credentials and recognition matter, the firm’s story is ultimately about people. Families turn to Security Financial Management Inc during pivotal life moments such as retirement transitions, business successions, and estate planning conversations that span generations. These moments require not only technical expertise but also empathy and clear communication.
Robert Lovaglio’s leadership in communications helps ensure that complex planning concepts remain accessible. His work reinforces the firm’s commitment to clarity, transparency, and long term partnership.
Exploring a Trusted Financial Partner
Security Financial Management Inc continues to serve families who value thoughtful planning and enduring relationships. Readers interested in learning more about the firm’s philosophy and services can visit Security Financial Management Inc. Those who enjoy ongoing insights can subscribe to the weekly podcast at Best Adviced Podcast Guys. Families ready to begin a conversation may also explore an introductory call with the award winning team through Security Financial Management Inc scheduling
For families seeking guidance grounded in experience, collaboration, and care for generations to come, Security Financial Management Inc offers a model designed to endure.
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
Did Not pay a fee to be considered. Inclusion in these rankings does not guarantee.
