First And Main Financial

Overview

First And Main Financial is an independent, limited liability registered investment adviser that identifies its client base as individuals and families, with portfolio management services also targeted to small-business owners. The firm is owner-operated and lists fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Its advisory work centers on financial planning and discretionary portfolio management for individual and small-business clients. The firm is not positioned as a capital allocator, it does not report active ESG investing activity, and it does not describe itself as a multi-state or pension consultant adviser. First And Main Financial was recognized by FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives