# Security First Financial

Security First Financial is a Bank / Wealth / Trust based in Metairie, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Metairie, United States
- **Region:** North America
- **Address:** 6012 S Linden Rd, Suite 10, Swartz Creek, MI 48473, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** markherhold.com
- **LinkedIn:** https://www.linkedin.com/company/security-first-financial

## About

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.

## Sectors

- Financial Services

## People

- Mark Herhold — Financial Advisor / Partner

## Questions

### Who runs investment decisions at Security First Financial?

Mark Herhold leads the practice alongside four unnamed partners based on the firm's website. No separate CIO or investment committee is disclosed. Advisors appear to manage client portfolios directly under a long-term value-investing philosophy.

### How does Security First Financial source clients?

The firm relies on direct inbound contact — its website lists a phone number, email address, and a physical office in Swartz Creek, Michigan. It offers a free initial appointment and notes that it meets clients in person or virtually six days a week.

### Does Security First Financial participate in fund commitments or only direct accounts?

Only separately managed accounts are referenced on its public materials. There is no mention of pooled funds, private fund commitments, or co-investment vehicles. The firm describes constructing portfolios to participate in equity market growth while avoiding unnecessary risk.

### What geographic markets does Security First Financial serve?

The firm states it provides investment management services to individuals worldwide, though its sole office is in Swartz Creek, Michigan. It accommodates remote clients via phone or video calls.

## Related profiles

- [Security Capital](https://altss.com/profile/security-capital)
- [Security Leadership Capital](https://altss.com/profile/security-leadership-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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