1st & Main Investment Advisors

Financial freedom
without boundaries

ABOUT US

A Balanced Approach To Achieving & Maintaing Financial Freedom

In business for over 30 years 1st & Main Investment Advisors is a dually-registered independent investment advisory and financial planning firm committed to helping you and your family meet your financial objectives.

Although not exclusively, we pride ourselves on servicing those similar to us.

We do this in a professional, yet homey environment in which we strive to educate in terms that those who work with us can understand, take home, and apply to their everyday lives.

Sharing core values, a strong work ethic, family-first and a work-life balance approach is important to us.

We are pleased to have a presence in the Rocky Mountains and Southeastern United States to service diverse and growing populations of existing and emerging wealth.

We ARe Passionate in our Belief

The goal of financial management is getting to live life on your terms.

Our Services

Investment Advisory Services

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Our Services

Planning
Services

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Our Services

Estate & Philanthropic Services

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