Our Financial Services

INVESTMENT ADVISORY SERVICES

1st & Main offers a customized tactical allocation strategy across various asset classes and sectors. Our disciplined investment process is driven by a belief in risk management of underlying exposure while maintaining a focus on security selection over a complete market cycle.

FINANCIAL
PLANNING
SERVICES

By leveraging experience and technology we are in a position to build un-biased, objective goal-based written plans for clients in every life stage. The planning process is integral to our clients’ success and should not be reserved to those nearing retirement. Account level integration and web based client portals allow for seamless communication at every step.

INSURANCE SERVICES

We believe in managing risk through various insurance solutions to support our clients’ broader financial planning goals. We generally use lower cost alternatives during the accumulation phase or earmark certain recommendations to very specific longer-term expenses.

ESTATE & PHILANTHROPIC SERVICES

Many families find estate and philanthropic planning to be overly complex and with significant risk. 1st & Main often partners and coordinates with existing professional relationships, trust companies, legal and tax council or can introduce you the team of experienced advisors we know and trust.

LOCAL FINANCIAL ADVICE FROM A SOURCE YOU CAN TRUST

We believe we’re experts at what we do because we have over 30 years of experience providing financial advice in Greenville, SC & Vail, CO. 

However, we’re also your fellow community members who hope to serve as a guide as you seek financial advice. We are committing to breaking down financial lingo into understandable recommendations and connecting with our clients in a personal way.

After a day’s work, you may find us around Greenville or Vail with our families at local restaurants or at kids’ sports practices. We hope we’ll serve as both your friend, and your trusted financial advisor. 

Contact a local financial advisor today!

*DIFFERENT TYPES OF INVESTMENTS INVOLVE VARYING DEGREES OF RISK INCLUDING MARKET FLUCTUATION AND POSSIBLE LOSS OF PRINCIPAL VALUE. THERE CAN BE NO ASSURANCE THAT ANY SPECIFIC INVESTMENT STRATEGY WILL BE PROFITABLE