1st & Main Investment Advisors

Financial freedom
without boundaries

Over 30 years of experience providing financial advice in Greenville, South Carolina and Vail, 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 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.

Ready to learn more about our financial advice?