1st & Main Investment Advisors
Financial freedom
without boundaries
Over 30 years of experience providing financial advice in Greenville, South Carolina and Edwards, Colorado.
ABOUT OUR WEALTH MANAGEMENT SERVICES
A Balanced Approach To Achieving & Maintaining Financial Freedom
In business for over 30 years, 1st & Main Investment Advisors is an independent investment advisory and financial services firm committed to helping you and your family meet your financial goals.
What do our clients like most about working with us?
- We strive to educate clients who work with us in a way they can understand and apply to their everyday lives.
- Our financial management process is balanced: we believe in a strong work ethic a family first focus and an active work-life balance.
- We operate in a fee-based environment as a Registered Investment Advisor (RIA). We are structured so that we mutually share in our clients’ success.
- We have multiple offices in the Rocky Mountain Region and the Southeast with financial advisors in Greenville, SC and in Edwards, CO.
We ARe Passionate in our Belief
The goal of financial management is getting to live life on your terms.
Our Financial Services
Investment Advisory Services
1st & Main offers a tactical allocation strategy across various asset classes and sectors. Our strategy is driven by risk-management of underlying
exposure.
Our Financial Services
Financial
Planning
By leveraging our vast experience and the use of the latest technologies, we build un-biased, objective, goal-based plans for clients in all
life stages.
Our Financial Services
Insurance Services
Each of our firm’s advisors is licensed to provide various insurance solutions as a component of the financial planning process should the need arise to bridge the gap from risk to wealth.
Our Financial Services
Estate Planning & Philanthropic Services
Many families find estate and philanthropic planning overly complex. 1st & Main partners with existing professional relationships or can introduce you to
the team of experienced advisors we know and trust.
