Pittman Financial Group
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Pittman Financial Group - overview
Location
Tampa, FL, US
Primary Industry
Financial Services
About
Pittman Financial Group specializes in comprehensive financial services, providing tailored strategies to meet the diverse wealth management needs of high-net-worth clients. Pittman Financial Group is a financial services firm located in Tampa, US. The company provides tailored wealth management solutions to affluent individuals and families. The firm was recently acquired by Security Financial Management, Inc.
in March 2026, enhancing its service capabilities and advisor base. The founder's history remains unspecified. Pittman Financial Group focuses on providing comprehensive wealth management services. Their core offerings include investment strategy development, retirement planning, estate management, and insurance solutions, all aimed at high-net-worth individuals and families.
The firm employs a team approach, where a lead advisor collaborates with specialists, ensuring well-rounded support for clients from states such as Florida, California, and New York. Pittman Financial Group generates revenue through fees based on assets under management and service charges for specific financial planning projects. This includes ongoing management fees along with one-time charges for services like estate planning and investment strategy formulation, maintaining direct relationships with clients for a tailored financial approach. Following its acquisition by Security Financial Management, Inc.
in March 2026, Pittman Financial Group plans to enhance its advisor base and assets under management while focusing on succession planning and long-term client continuity. The acquisition will support the firm's expansion into new markets and regions, further integrating into the Bluespring Wealth Partners, LLC platform.
Current Investors
Security Financial Management, Inc.
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Website
www.pittmanfinancialgroup.com
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Pittman Financial Group - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Pittman Financial Group | - |
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