Pittman Financial Group

What Pittman Financial Group does

Pittman Financial Group is a fee-based, relationship-driven financial advisory firm operating under the SFM Advisor Group brand, headquartered in Orlando, Florida, with five additional offices across the state (Melbourne, Tampa, Sarasota, Lake Nona, St. Augustine). The firm serves more than 1,000 client families through an ensemble team of specialists, supported by 100+ combined years of advisor experience and seven consecutive years of external recognition. Its core customer segments are Pre-Retirees and Retirees, Business Owners, and High Net-Worth Individuals, with secondary segments comprising Corporate Executives and a vertical niche serving Lockheed Martin employees.

The service suite centers on Goals-Based Financial Planning as the foundation, with adjacent offerings in Investment Management with Meaning (values-aligned, tax-aware portfolios), Strategic Tax Optimization (forward-looking, multi-year), Estate Planning and Protection (including family governance and digital assets), Business Consulting (valuation, exit, succession), Retirement Income and Cash Flow Planning, Risk Management and Insurance Planning, and Financial Psychology and Coaching. The technology is described as a financial planning and investment management platform featuring proprietary workflows for goals-based planning, ensemble team collaboration, customized Investment Policy Statements, and tax-aware investment management. Securities are offered through Kestra Investment Services, LLC (member FINRA/SIPC) and investment advisory services through Kestra Advisory Services, LLC; the firm is affiliated through common ownership with Kestra Holdings and Bluespring Wealth Partners, LLC.

The business model combines recurring, fee-based investment advisory revenue with transaction-based securities brokerage revenue. The firm uses a consultative, enterprise-style field sales motion: an initial free consultation, discovery meeting, custom financial plan design, and ongoing monitoring. Pricing is not publicly disclosed beyond a "Simple Fees You Understand" philosophy and annual billing. The firm distributes primarily through direct, in-person advisory relationships at its six Florida offices, supplemented by content marketing, financial calculators, video, social media, and a free consultation booking flow that converts top-of-funnel interest into bottom-of-funnel client engagements.

Name

Pittman Financial Group

Legal name

Security Financial Management

Website

https://pittmanfinancialgroup.com

Company type

Private

Operating status

Operating

Short description

Pittman Financial Group is a fee-based financial advisory firm offering goals-based financial planning, investment management, tax optimization, retirement income planning, and estate services to over 1,000 families across six Florida offices, primarily serving pre-retirees, business owners, and high-net-worth individuals.

Ownership category

akta.pro rank

Product category

Wealth Management & Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Employee Benefit & Retirement Plan Trust Services (FSAAANAC)

Keywords

• Financial planning services
• Wealth management advisory
• Investment management services
• Retirement income planning
• Estate planning services

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services offered through Kestra Advisory Services, LLC, providing personalized investment strategies and ongoing portfolio management.
2. Securities Brokerage: Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC, providing investment products and brokerage services.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Pittman Financial Group (operating as Security Financial Management / SFM Advisor Group) provides fee-based, relationship-driven financial planning and investment advisory services to individuals, families, business owners, and corporate executives. Services are delivered through an ensemble team model across six Florida offices and cover goals-based planning, investment management, retirement income planning, tax optimization, estate planning, business consulting, and behavioral financial coaching.

Product overview

Security Financial Management (SFM) is a financial advisory firm offering a comprehensive suite of services through an integrated team approach. The core offerings include Goals Based Financial Planning (which serves as the foundational service), Investment Management with Meaning, Strategic Tax Optimization, Estate Planning and Protection, Business Consulting, and Financial Psychology and Coaching. These services are delivered collaboratively through a team of specialists rather than individual advisors, providing coordinated financial guidance for investment, retirement, insurance, and estate planning needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Goals Based Financial Planning A comprehensive financial planning service that aligns resources with client goals and values, including cash flow analysis, budgeting strategies, education funding solutions, retirement readiness assessment, risk management evaluation, and ongoing plan monitoring and adjustment.
• Investment Management with Meaning Personalized investment strategies reflecting individual goals and values, featuring values-aligned investments, long-term growth focus, adaptability to life changes, and tax-aware portfolio management.
• Strategic Tax Optimization Forward-looking tax planning integrated into every financial decision, including multi-year tax planning, equity and executive compensation planning, business exit strategies, and charitable giving structures.
• Estate Planning and Protection Legacy and wealth transfer planning including family governance frameworks, values-based inheritance structures, business succession planning, educational preparation for heirs, philanthropic architectures, and digital asset protection, coordinated with clients' estate attorneys.
• Business Consulting Advisory services for entrepreneurs and business owners including business valuation, exit planning, succession strategies, key employee retention planning, risk management, and pre-sale preparation and positioning.
• Financial Psychology and Coaching Behavioral coaching that identifies patterns in financial decision-making, develops strategies to overcome behavioral biases, navigates emotionally charged financial transitions, and facilitates meaningful family conversations about wealth.
• Retirement Income and Cash Flow Planning Coordinated retirement income strategy integrating asset allocation, withdrawal sequencing, tax efficiency, and sustainability testing to deliver reliable post-career income.
• Risk Management and Insurance Planning Evaluation of insurance coverage and risk management strategies designed to protect client income, assets, and long-term financial stability.
• Securities Brokerage Services Securities products and brokerage execution services made available to clients through Kestra Investment Services, LLC, the firm's broker-dealer affiliate (FINRA/SIPC member).

Quantifiable outcome

• Potentially save clients millions over a lifetime through forward-looking tax strategies

Named customers5 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Four partnerships are on record, tiered core and flagship.

• Kestra Investment Services, LLCcoreChannel Partner/ Reseller/ DistributorSecurities offered through Kestra Investment Services, LLC, member FINRA/SIPC. This is a core distribution partnership for securities products and brokerage services.
• Kestra Advisory Services, LLCcoreChannel Partner/ Reseller/ DistributorInvestment advisory services offered through Kestra Advisory Services, LLC. This is a core partnership for fee-based advisory services.
• Bluespring Wealth Partners, LLCflagshipStrategic or Co-development PartnerAffiliated through common ownership by Kestra Holdings. Bluespring Wealth Partners is a parent/affiliate company that is part of the Kestra Holdings ecosystem.
• Estate Attorneys and AccountantscoreImplementation/ SI/ Consulting PartnerCollaborative partnerships with estate attorneys and accountants to ensure client financial goals are carried out. SFM serves as quarterback coordinating these professional services.

Scale indicators4 records

Recent moves1 record

Expansion highlights4 records

Broad incumbents

• Focus Financial Partners: Leading RIA partnership roll-up platform with hundreds of affiliated wealth management firms nationwide. Broader incumbent in the same RIA partnership/affiliation model space SFM operates in.
• Edward Jones: Major retail wealth management and financial planning firm with extensive branch network. Competes with SFM in financial planning and retirement advisory for mass-affluent and HNW clients.
• Raymond James Financial: Large diversified financial services firm with significant wealth management, investment advisory, and financial planning divisions. Overlaps with SFM on advisory services, retirement planning, and Florida presence.

Others

• Bluespring Wealth Partners: SFM's affiliated parent/sibling platform under Kestra Holdings, providing acquisition and infrastructure support for partner RIAs. Directly tied to SFM's operating structure and growth pathway.

Direct peers

• Carson Group: RIA and partnership platform supporting independent advisors with back-office, technology, and investment resources. Highly comparable given SFM's affiliation with Kestra/Bluespring ecosystem and partnership-based distribution.
• Mariner Wealth Advisors: Large national RIA offering comprehensive financial planning, tax, estate, and investment services through a team-based ensemble model. Closely comparable to SFM in service breadth and high-net-worth focus.
• Sanctuary Wealth: Partnership-based wealth platform for elite advisors providing custody, compliance, and technology infrastructure. Comparable to SFM's Kestra-affiliated operating model for independent advisor firms.
• Creative Planning: Fee-only RIA providing comprehensive wealth management, tax, and estate planning for high-net-worth individuals and business owners. Comparable integrated service suite and target client profile.
• Mercer Advisors: National RIA specializing in comprehensive financial planning, tax, estate, and investment management for high-net-worth households. Direct competitor with similar ensemble-style service model and affluent client focus.
• Sequoia Financial Group: Fee-only RIA offering comprehensive wealth management, tax planning, and retirement plan advisory. Comparable multi-office Midwest/National RIA with team-based ensemble approach.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/SFMadvisorgroup
• YouTubeyoutube.com/channel/UCf8hGzJOSAp9_zINvKQWsMw
• Facebookweb.facebook.com/SFMadvisorgroup
• Instagraminstagram.com/sfmadvisorgroup

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pittman Financial Group