About us

Privately owned and independent, Security National serves as your family’s “central office”, and yet we also work with many individual clients. Whether it’s expert investment management, tax-savvy transition of wealth to the next generation, charitable planning and endowment services, looking after treasured family properties, or helping transition shares of the family business, Security National’s experienced team makes the difference for you and your loved ones.

Our work begins with a conversation. At Security National, we know that to empower clients we first need to listen. We then bring to bear diverse resources. Analytical tools help, but it is the insights, experience, and good judgement of our people that gets you where you want to be.