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.

1st 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 described in the brochure include non‑discretionary portfolio management, written financial plans and consulting, periodic newsletters, and educational seminars and workshops. The firm uses a tailored investment policy process, typically employing a core‑and‑satellite approach that combines passive index/ETF exposures with actively managed sleeves and option strategies as appropriate. It delivers advice and trade recommendations on a non‑discretionary basis and often implements client programs through outside independent third‑party money managers, while also sponsoring a wrap‑fee program for bundled advisory and transaction services. Compared with many peers, the firm combines advisory activities with other industry roles: some representatives are registered representatives of broker‑dealers and licensed insurance agents, the business is affiliated with an insurance general agency and a tax‑preparation entity, and certain advisers may be CPAs or affiliated with other advisory firms. The firm’s mix of primarily non‑discretionary AUM, wrap program participation, periodic periodicals and client education offerings, and its broker‑dealer/insurance/accounting affiliations are features highlighted in its brochure and set it apart from many supported small advisory firms.

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.