Security First Financial

Security First Financial

Security First Financial was founded in 1999 by Mark Herhold and operates out of a single office in Swartz Creek, Michigan. Herhold and four unnamed partners serve individuals, high-net-worth families, businesses, and non-profit organizations. The firm positions itself as a direct-advisory practice rather than an institutional allocator — clients book appointments by calling the firm or emailing Herhold directly. The firm describes its investment approach as long-term value investing, explicitly avoiding short-term trading. It emphasizes income generation, risk avoidance, and equity market participation. Client assets are held in separately managed accounts, though the firm does not publicly disclose its total assets under management. The geographic reach is global — the firm states it provides investment management services to individuals worldwide. No specific portfolio holdings, fund structures, or co-investment programs are disclosed. The practice lists five total professionals on its website — Herhold and his four partners. The office address is a suite in Swartz Creek, a small city west of Flint, Michigan. There are no additional offices, affiliated vehicles, or philanthropic entities named publicly. The firm has not announced any operational changes or personnel moves in the last 24 months. Security First Financial operates outside the standard institutional family-office architecture — it does not run pooled funds, solicit co-investors, or maintain a multi-family-office platform. The firm's structure is that of an independent financial advisory practice, with succession and governance tied to the named lead advisor. No regulatory filings or external audits are publicly cited.