1st & Main Investment Advisors Email Format

Investment ManagementColorado, United States2-10 Employees

1st & Main Investment Advisors is an independent fiduciary investment advisory firm operating in a fee-only environment, delivering planning and portfolio management without conflicts of interest. Its independence from traditional brokerages, banks, and wire-houses supports unbiased, customizable planning and risk-managed investment guidance for individuals and small businesses. Founded in 1985 in Vail, Colorado, the firm is based in Edwards and serves more than 700 clients.

As a registered investment advisor, its securities are offered through Berthel Fisher & Company Financial Services, Inc., while advisory services are provided through BFC Planning, Inc.; all entities operate independently. In 2013 the firm expanded by opening an office in Greenville, South Carolina to serve the southeastern market.

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