1ST & MAIN
INVESTMENT ADVISORS
1ST & MAIN
INVESTMENT ADVISORS
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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?
1st & Main offers a tactical allocation strategy across various asset classes and sectors. Our strategy is driven by risk-management of underlying
exposure.
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.
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.
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.
97 Main Street W103
Edwards CO 81632
Tel: (970) 926-2500
10 Aberdeen Drive
Greenville SC 29605
Tel: (864) 990-2805
Additional Disclosures Customer Relationship Summary (Form CRS) and Privacy Policy
Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. 1st & Main Investment Advisors, BFCFS, and BFC Planning, Inc. are independent entities.There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.