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About Us

Security Financial Management is a culture born out of camaraderie and team spirit. More than three decades ago, our company was formed from a belief in something exceptional: to work with clients as partners. The vision that was established so long ago by childhood friends, Dave Allen and Frank Lovaglio, was one of permanence and commitment. Since then, Security Financial has grown to include two Central Florida locations, new partners and over half a billion in client assets under management. Times may have changed, but our vision remains right on track.

Our Team

Dave Ramsey SmartVestor

What We Offer

Our Firm

Community Involvement