About | Overview

Sechrest Financial Services, LLC is dedicated to providing high quality financial planning and wealth management services for individuals and businesses.

We are fee only advisors. We charge a fixed rate for our services. We have a sister CPA firm, Sechrest & Bloom, LLC (formerly Sechrest & Associates, CPAs), that allows us to consider the tax and accounting implications of all financial decisions. We believe that this business model provides clients with an objective, unbiased approach to wealth management. We are proud of our clients’ accomplishments and we assist them by identifying, planning for, and managing the achievement of their life planning goals.

We have on-line secure client portals for storing important client documents and delivering information to our clients. We have access to sophisticated tax and financial planning research materials. We design investment portfolios based on Nobel-prize winning science and we subscribe to the overwhelming evidence that active investment management does not outperform the markets in the long run.

Please check out our website to see what we have to offer. We think you’ll be impressed and we look forward to meeting you and seeing how we can help you Navigate Your Financial Course!