First & Main Financial

At First and Main Financial, we are dedicated to providing personalized financial solutions to individuals, families, and businesses. With over 20 years of experience, our team of experts is committed to helping our clients achieve their financial goals and secure a brighter future.

Our Story

Founded in 2001 by Erik S. Wolfers, MBA, CFP, our firm is built on the principles of integrity, transparency, and exceptional customer service. With a passion for finance and a deep understanding of the industry, Erik and his team have crafted a unique approach to financial planning that puts our clients at the forefront of everything we do.

Our Services

Our comprehensive suite of financial services is designed to address the diverse needs of our clients. From retirement planning and windfall management to college savings and business owner solutions, we offer personalized guidance and expertise to help our clients navigate the complexities of the financial world.

Our team takes the time to listen to our clients' concerns, understand their goals, and develop tailored solutions that meet their unique needs. We believe in fostering long-term relationships built on trust, mutual respect, and a commitment to exceptional service.

Our Values

At First and Main Financial, we are driven by a set of core values that guide our interactions with our clients and each other. We ask. We listen. We craft perfectly personalized financial solutions. Our values are rooted in our passion for delivering exceptional service, our commitment to integrity, and our dedication to helping our clients achieve their financial objectives.