Second Half Financial Partners, LLC
Second Half Financial Partners, LLC is a Sebring, Florida-based SEC-registered investment adviser founded in 2012. The firm operates under the d/b/a Swaine & Leidel Wealth Services, Statler Financial, and Second Half Team brands. As of 2025, Second Half manages approximately $284 million in assets for about 1,492 clients and employs 5–9 financial advisors. The firm is known for its specialization in financial planning and investment management serving Florida's first responders, including firefighters and law enforcement professionals, as well as retail and high net worth individuals, charitable organizations, and businesses. The majority owner is Mike Fitch. The firm was acquired by Merit Financial Advisors in 2025, deepening its focus on first responders and expanding its reach throughout Florida.
Investment Strategy
Second Half Financial Partners, LLC provides investment management and financial planning services, designing and implementing portfolios for individuals, families, and small businesses with regular supervision and periodic rebalancing. The firm offers specialized retirement and investment solutions, particularly for Florida first responders. Their approach includes tax-related management, annual reviews, and ongoing client education through newsletters and seminars. The focus is largely discretionary portfolio management, using asset allocation tailored to each client's needs. Their philosophy emphasizes education and service, aiming to ensure the financial well-being of their clients through disciplined planning and thoughtful portfolio construction.
Top Holdings
Equity Positions (86)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIL | SPDR SERIES TRUST | 17.95% | $38.1M | 415,305 | $91.75 | $91.73 | -$5.9M |
Q QQQI | NEOS ETF TRUST | 12.33% | $26.2M | 503,162 | $52.25 | $52.01 | +$10.3M |
S SPYI | NEOS ETF TRUST | 9.72% | $20.6M | 409,806 | $50.82 | $50.32 | +$1.1M |
D DIVO | AMPLIFY ETF TR | 8.34% | $17.7M | 416,213 | $40.70 | $42.55 | +$709.2K |
R RDVI | FIRST TR EXCHANGE-TRADED FD | 7.38% | $15.7M | 634,190 | $24.13 | $24.71 | +$954.2K |