Financial Planning That Actually Feels Personal

Smart, thoughtful guidance from a family firm that’s been helping clients build clarity and confidence for over thirty years — where your story matters as much as your strategy.

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We’re Not the Big-Firm Type And That’s the Point

At Sechman Financial, we believe financial planning works best when it feels personal.
Not corporate. Not templated. Personal.

That means your plan doesn’t begin with a formula or a product — it begins with a conversation.
We talk about your goals, your family, what motivates you, and what keeps you up at night. We talk about what you want your money to do for you — not just how it performs on a spreadsheet.

Because financial planning isn’t about chasing the highest returns or trying to time the market. It’s about finding balance — between saving and living, planning and adapting, dreaming and doing.

  • When you work with us, you’re not entering a transaction; you’re starting a relationship built on trust, education, and open communication. We’ll explain everything clearly, check in often, and make sure you always know where you stand.


Wherever life takes you, we help you build financial security.

Tailored Strategies for Every Stage of Life

Investment Management

We provide traditional and alternative investments designed to align with your goals and risk tolerance.

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Tax-Efficient Strategies

Keep more of what you earn with custom tax-optimized investment solutions.

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Wealth Preservation & Legacy Planning

Ensure your wealth endures for generations with estate planning and intergenerational wealth transfer.

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Retirement & Income Planning

Whether you're planning for retirement or already retired, we help you secure predictable, lasting income streams.

A Fiduciary You Can Trust, A Legacy waiting to be Built

Families & Individuals

We help you navigate wealth accumulation, tax-efficient investing, and legacy planning for long-term security.

Physicians & Business Owners

Complex financial lives require strategic planning. From investment management to business succession, we ensure your wealth is protected.

Private Clients & Accredited Investors

Access exclusive alternative investments including private equity, real estate, and structured opportunities tailored for sophisticated investors.

Let’s Get Started.

Start the conversation today. Contact us to schedule a free consultation and see how we can help you reach your financial goals with confidence.

Contact Us

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Schedule a Meeting Today