Welcome to Financial Security Advisors! 

Here's what sets us apart from other financial advisory firms: 

  • We provide fee-only financial planning, which means we do not accept commissions.
  • Our approach involves comprehensive financial planning, not just investment management. 
  • Our professional-to-client ratio is twice the industry average.
  • We meet personally with each client twice each year: once to review investments and the second time to review your financial plan. In between these face-to-face meetings, we meet with our clients by phone at least twice each year.
  • Our fees are significantly below the industry average on larger portfolios.

The result? Satisfied clients! In our 2009 client survey, 97% of clients responding said they were happy with our overall service. In our investment management area, 97% were either satisfied or very satisfied, and in our financial planning services, 92% of our clients responding indicated they were either satisfied or very satisfied.

Please feel free to set up an interview to find out what we can offer you!