Our Firm

Southeast Financial Group (SEFG) believes that anyone who is ready to invest in themselves deserves access to wealth management solutions that will help them make continued progress in their lives. We help people implement attainable and easy-to-follow strategies to plan, build, and protect their assets. 

Founded in 2001 by Certified Financial Planner™, Ed Secrest, SEFG has grown to become an independent Registered Investment Advisory with $110M in Assets Under Management.

Today, we are staffed by a team of passionate and dedicated financial planners, research analysts and investment advisors who help clients to plan, build and protect their assets. We design customized wealth management models that combine comprehensive financial planning, custom-designed investment portfolios and risk mitigation strategies — all working together to deliver lifelong value. 

We help clients look beyond the short-term gain and visualize the big picture.