Our Firm

Our Firm

As an independent financial advisory firm with more than 40 years of market experience, we are able to harness the essential resources and expertise to create customized investment portfolios that can withstand, and even thrive on the inevitable market cycles.

In our fiduciary capacity, our clients will receive the same quality and authentic advice with their best interests in mind.  At Security First Group, that advice is formed with decades of market-tested experience and dispensed with care on an individualized basis.

Because we answer only to our clients, we focus on representing them to the marketplace rather than trying to match them to any specific product or company. It is this rare combination of extensive experience, expertise and conflict-free advice that creates an uncommon advisory experience for each Security First Group client. 

Meet Stephen

Have you met Stephen?

He has a wealth of experience in the financial services industry.

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