Security First Financial

Security First Financial provides personalized investment management to individuals, families, businesses and nonprofit organizations, handling the establishment, management and servicing of client investment accounts. As of January 2026 the firm manages approximately $299 million in assets for about 640 family units and operates as a fee-only adviser that does not accept commissions.

The firm manages accounts on a discretionary basis and typically invests primarily in no‑load mutual funds, exchange‑traded funds and certificates of deposit, taking into account the economy, markets, interest rates and clients’ cash‑flow needs. Its stated methods of analysis include charting, fundamental, technical and cyclical analysis; clients are encouraged to schedule periodic portfolio reviews, and the firm may manage employer‑sponsored retirement plans while maintaining custodial relationships subject to surprise examinations under the Custody Rule.

Compared with peers in this support category, Security First Financial has an uncommon client density: two advisors serve roughly 640 family accounts, resulting in a high client count per advisor that is rare among similar firms. The brochure also discloses features that may affect client experience—no account minimums, acceptance of limited powers of attorney for trading, and a policy of not voting proxies—so clients should understand how day‑to‑day and shareholder‑level matters are handled.