1st & Main Investment Advisors

For over three decades, 1st & Main Investment Advisors has been a steadfast presence in the financial landscape of Greenville, South Carolina, and Edwards, Colorado. As an independent investment advisory and financial services firm, we are deeply committed to guiding individuals and families towards achieving their financial goals with clarity and confidence. Our unwavering focus is on empowering our clients through education and customized strategies. We believe in clear, jargon-free communication, ensuring that every client understands the financial decisions they make and the strategies we implement on their behalf.

At 1st & Main, we believe that true financial freedom comes from living life on your own terms. We recognize that everyone's financial journey is unique, and we take the time to understand your individual aspirations, concerns, and risk tolerance. This personalized approach allows us to craft tailored financial plans designed to navigate the complexities of today's financial world.

Our Integrated Approach to Wealth Management

Our team of experienced financial advisors takes a holistic approach to wealth management, offering a comprehensive suite of services designed to address all aspects of your financial well-being.

Investment Advisory Services

Our investment advisory services are anchored in a tactical allocation strategy, thoughtfully diversifying investments across various asset classes and sectors to mitigate risk and maximize growth potential. We leverage our deep market understanding and proprietary research to make informed investment decisions aligned with your specific objectives and time horizon.

Financial Planning Services

We believe that sound financial planning is the foundation of long-term success. Through our comprehensive financial planning services, we help you map out a clear path toward your financial goals, taking into consideration your current financial situation, future aspirations, and risk tolerance. We integrate financial planning into every aspect of our service, ensuring that your investment strategy works in harmony with your overall life goals.

Insurance Services

Recognizing the importance of risk management, our advisors are licensed to provide a range of insurance solutions tailored to your individual needs. Whether you require life insurance to protect your loved ones, disability insurance to safeguard your income, or long-term care insurance to ensure peace of mind, we can help you identify the coverage that best suits your circumstances.

Estate Planning & Philanthropic Services

Estate planning and philanthropy often feel complex and overwhelming. Our experienced advisors guide you through the intricacies of estate planning, helping you create a comprehensive plan that ensures the smooth transfer of your assets to your heirs, minimizes tax liabilities, and reflects your charitable intentions. We collaborate with your existing legal and tax professionals or connect you with trusted specialists to ensure a seamless and comprehensive approach to your estate and philanthropic goals.

Collaborative Partnerships Built on Trust

We pride ourselves on fostering long-lasting relationships built on trust and transparency. Our team works collaboratively with you every step of the way, providing ongoing support, guidance, and advocacy as your financial circumstances evolve.

Your Path to Financial Freedom Begins Here

We invite you to schedule a complimentary consultation to discuss your financial aspirations and discover how 1st & Main Investment Advisors can help you achieve your goals with confidence and clarity.