1st & Main Investment Advisors

1st & Main Investment Advisors is an independent investment advisory and financial services firm that has been in business for over 30 years. Its services include investment advisory with a tactical allocation strategy across asset classes, goal-based financial planning, insurance solutions tied to financial planning, and estate and philanthropic planning coordinated with existing professionals.

The firm works on a fee-based model as a Registered Investment Advisor and aims to explain financial topics in plain language. Advisors are based in Greenville, South Carolina, at 10 Aberdeen Drive, with a second office in Edwards, Colorado. Clients can reach the Greenville office by phone to set up a conversation with an advisor.