Welcome to
1st & Main
Your financial future deserves a friendly face and a trusted partner. We're here to help you navigate every chapter with confidence and clarity.
A neighbor you can trust with what matters most.
At 1st & Main Investment Advisors, we believe that managing someone's financial future is a privilege — one that demands both expertise and a genuine investment in your well-being.
Based right here in Edwards, Colorado, we've built our practice on the simple idea that financial planning should feel like a conversation with a trusted friend, not a visit to a corporate office. Whether you're preparing for retirement, growing your wealth, or navigating a major life transition, we're here to walk alongside you.
Our team brings decades of combined experience in investment management, retirement planning, and financial strategy — always tailored to your unique goals, values, and timeline.
"Professional, patient, and genuinely caring about our family's future."
Comprehensive financial
planning for every stage
From retirement readiness to wealth preservation, we offer the full spectrum of advisory services — always with your best interests at heart.
Retirement Planning
Build a retirement strategy that gives you the freedom and confidence to enjoy the years ahead — on your terms.
Investment Management
Personalized portfolios designed to align with your goals, risk tolerance, and timeline — actively managed with care.
Wealth Management
Holistic wealth strategies that grow, protect, and preserve your assets across every phase of life.
Tax Strategy
Smart tax-aware planning that helps keep more of what you earn — now and in retirement.
Estate Planning
Thoughtful estate strategies to ensure your legacy is protected and passed on according to your wishes.
Risk Management
Identify and mitigate financial risks before they become problems — so you can sleep soundly at night.
How we work together
Every client relationship starts with a conversation — because your plan should fit your life, not the other way around.
Discover
We take the time to understand your goals, concerns, and what a successful future looks like for you.
Design
We craft a personalized strategy that's as unique as you are — no cookie-cutter templates here.
Implement
We put the plan into action with clear steps, transparent timelines, and ongoing support every step of the way.
Review
Life changes, and so do your goals. We regularly review and adjust your plan to keep you on track.
Proudly serving the
Vail Valley
Edwards isn't just where we're located — it's where we live, shop, and raise our families. We're invested in this community, and we bring that local perspective to everything we do.
The Vail Valley is a remarkable place — a close-knit community surrounded by some of the most stunning mountain scenery in the country. We understand the unique financial considerations that come with life here, from second-home planning to seasonal income strategies.
Whether you're a long-time resident, a seasonal visitor, or considering a move to the area, we'd love to meet you and learn about your story.
Your financial future starts with a single conversation.
Let's talk about where you are and where you want to be. There's no obligation — just an honest, friendly chat about your goals.
Schedule Your Free ConsultationWe'd love to hear from you
Reach out anytime — we respond promptly and always with a friendly, no-pressure conversation.
Contact Information
Edwards, CO 81632
Office Hours
After-hours and virtual appointments available upon request.
