- S&P 5002438.30+3.80 - +0.16%
- Nasdaq5803.1055+23.2358 - +0.4020%
- Gold90.89+1.17 - +1.30%
- Russell 20001414.777954+10.240112 - +0.729073%
- Ishares MCSI EAFE index65.14+0.16 - +0.25%
- FTSE 1007424.13-15.16 - -0.20%
- 10-Year Treasury Note2.14-0.01 - -0.42%
- Vanguard Total Bond Market Index10.84+0.01 - +0.09%
- WP Stock Ticker
Mission and Values
Our mission is to improve the quality of our clients’ lives.
The values that guide our mission include:
- Lifelong Learning – We continue to learn what’s important to you – our clients. We are committed to being at the leading edge of financial planning and investment management.
- Loyalty – We show loyalty towards all our stakeholders in actions and deeds.
- Congruency – We walk our talk.
- Respect – We respect each other’s rights and beliefs.
- Financial Security – Financial security provides freedom for those we work with.
Security First Advisors is a registered adviser in the states of OR, WA, ID, CA. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.