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First & Main Financial Planners: Financial Advisor - East Bay Area / Piedmont CA

EST. AUM
$165,310,192

CONTACTS
4

CLIENT ACCOUNTS
367

Firm Details

Metro area San Francisco
CRD Number 121359
Website firstandmainfinancial.com
Client types

Overview

First & Main Financial, founded in 2001, offers personalized financial planning and investment management services. Their platform provides clients with access to a web-based portal that aggregates investment, credit, and mortgage accounts, offering a comprehensive view of their financial situation. The firm emphasizes customized investment solutions tailored to individual circumstances, utilizing strategies based on Nobel Prize-winning research to minimize costs and enhance performance. Additionally, First & Main Financial offers educational resources, including videos, insights, and papers, to support clients in making informed financial decisions.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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