Security First Advisors is a locally owned, independent Registered Investment Advisory (RIA) firm offering comprehensive financial planning and money transition services. As a client of Security First Advisors, you will be offered investment strategies that are in your best interest. Our allegiance is to you. Our relationship with you is as that of a fiduciary, similar to the relationship you have with your doctor, attorney and accountant. We are your financial advocate and confidant.
Unlike the fees paid to commission-driven brokers at brokerage firms, the fee-for-service you pay to us is tax deductible.
Financial transitions are constant, money is always in motion, that’s why Security First Advisors is proud to partner with Sudden Money Institute® and Money Quotient® to integrate their ideas into a customized approach as we aim to improve the quality of our clients’ lives.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (503) 274-4224. We look forward to hearing from you.
It’s All About You….
Your goals. Your priorities. Your vision.
Our mission is to improve the quality of your life. We start by listening and learning about what is most important to you. Exploring your hopes, dreams and fears is central to your planning process. When life changes, you can count on us as a thinking partner and advocate. We are fiduciaries. This means your interests are ahead of ours. Let's make wise decisions about your future together.