A complete list of active advisors currently associated with 1st Financial Investment, Inc.

Warmer can help you find a great advisor at 1st Financial Investment, Inc. or one who fits your needs even better.

1 Financial Investment, Inc. provides personalized financial planning and investment management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, and small businesses. Services are delivered through consultations and separately managed accounts, and the firm states that it provides investment advice on a non‑discretionary basis so clients retain final trading authority. The firm describes a strategic core‑and‑satellite asset‑allocation approach that typically uses passive index funds and ETFs as the core and active managers or satellite holdings where appropriate, supported by fundamental, technical and cyclical analysis and periodic investment policy statements. As of the firm’s December 31, 2025 disclosure, it reported about $16.5 million in total advisory assets, with roughly $15.7 million placed with outside independent third‑party money managers and about $782,150 managed directly in‑house; the firm monitors outside managers for adherence to stated strategies while maintaining its non‑discretionary role for client decisions. Several operational features in the brochure are less common among comparable team firms: the firm is affiliated with other businesses (including an insurance general agency and a tax‑preparation entity under its ownership structure), and some advisory personnel also act as registered representatives of broker‑dealers, licensed insurance agents, or CPAs, with those relationships disclosed in its Form ADV. The brochure also notes activities that are not universal for peers — publishing newsletters, offering educational seminars and workshops, participating in a college tuition rewards program (Sage Tuition Rewards), and sponsoring wrap‑fee programs — all of which the firm discloses as potential sources of additional compensation or referral linkages.

To learn more about the advisors currently working at 1st Financial Investment, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse 1st Financial Investment, Inc.'s office locations.