Awards and Recognition
Awards and results Security Financial Management has received, with the year, the voting period and the organizer’s own source.
Security Financial Management (SFM) was named the winner of the financial planning category in the Winter Park Chamber of Commerce’s Best of Winter Park competition in each year from 2019 to 2025. In Orlando Weekly’s Best of Orlando Readers’ Choice poll, SFM was recognized in the category Best Financial Planner or Firm in 2022 (second place), 2024 (winner), 2025 (runner-up) and 2026 (first place). Both awards are decided by public vote. Neither award is an evaluation of SFM’s investment advice or results.
Security Financial Management (SFM) is a wealth management and financial planning firm headquartered at 2420 South Lakemont Avenue, Suite 120, Orlando, Florida. This page lists the awards shown below, not every award SFM has received. Each entry shows the organizer, the category, the year, the result, the voting period and the date the winners were announced where the organizer published them, and a link to the organizer’s own page. A dash means the organizer’s page for that year did not state it.
consecutive years named winner of the Winter Park Chamber of Commerce’s financial planning category, 2019 to 2025
place, Best Financial Planner or Firm, Orlando Weekly Readers’ Choice, 2026
years recognized in Orlando Weekly’s Readers’ Choice category: 2022 second place, 2024 winner, 2025 runner-up, 2026 first place
These awards are not an evaluation of SFM’s investment advice or results.
Winter Park Chamber of Commerce
Best of Winter Park is an annual competition run by the Winter Park Chamber of Commerce. The Chamber describes it as a competition in which the community votes for its favorite member businesses across 50 categories. Only businesses that are members in good standing of the Chamber may compete. In the Chamber’s 2026 rules, each voter may cast one vote per day in each category and a valid email address is required. SFM was named the winner in the Chamber’s financial planning category in each of seven consecutive years, 2019 through 2025; the exact category name is shown for each year. These awards are not an evaluation of SFM’s investment advice or results.
| Year | Category (exact name) | Result | Voting period | Winners announced | Source |
|---|---|---|---|---|---|
| 2025 | Best Financial Planner | Winner | — | Tuesday, Oct. 28, 2025 | 2025 winners |
| 2024 | Best Financial Planner | Winner | Through Friday, Oct. 11, 2024 | Tuesday, Oct. 29, 2024 | 2024 winners |
| 2023 | Best Financial Planning | Winner | Sept. 25 to Oct. 20, 2023 | Thursday, Nov. 2, 2023 | 2023 winners |
| 2022 | Best Financial Planner | Winner | Sept. 26 to Oct. 21, 2022 | Thursday, Nov. 3, 2022 | 2022 winners |
| 2021 | Best Financial Planning | Winner | Sept. 27 to Oct. 22, 2021 | Wednesday, Nov. 3, 2021 | 2021 winners |
| 2020 | Best Financial Planning | Winner | — | — | 2020 winners |
| 2019 | Best Financial Planning | Winner | Through Wednesday, Oct. 16, 2019 | — | 2019 winners |
The Chamber lists every year under “Past Winners” on its Best of Winter Park page.
Orlando Weekly Best of Orlando
Best of Orlando is Orlando Weekly’s annual awards program. In its Readers’ Choice poll, readers first write in nominations, the top nominees move to a finals round, and readers vote in the finals; results are published in Orlando Weekly’s Best of Orlando issue. SFM appeared in the Readers’ Choice category Best Financial Planner or Firm in the years shown below, with the placement Orlando Weekly gave. These results are not an evaluation of SFM’s investment advice or results.
| Year | Category (exact name) | Result | Voting period | Results published | Source |
|---|---|---|---|---|---|
| 2026 | Best Financial Planner or Firm (Readers' Choice) | First place | Nominations through May 6, 2026; finals June 3 to July 15, 2026 | Aug. 19, 2026 | Best of Orlando 2026 |
| 2025 | Best Financial Planner or Firm (Readers' Choice) | Runner-up | — | — | Best of Orlando 2025, Services |
| 2024 | Best Financial Planner or Firm (Readers' Choice) | Winner | Nominations through May 6, 2024; finals June 3 to July 15, 2024 | — | Best of Orlando 2024 |
| 2022 | Best Financial Planner or Firm (Readers' Choice) | Second place | — | — | Best of Orlando 2022 |
Disclosures
Each organizer describes its award as decided by public vote: the Chamber as a community vote for its favorite member businesses, and Orlando Weekly as a Readers’ Choice poll. The awards are not an evaluation of SFM’s investment advice or results, and they say nothing about future results. Each result applies only to the year shown.
SFM did not pay for nominations or votes in Best of Winter Park. Membership in the Winter Park Chamber of Commerce is required to compete, and SFM is a Chamber member. The Chamber’s 2026 competition page lists SFM among the competition’s supporters.
Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). Security Financial Management, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings.