Over 30 years of experience providing financial advice in Greenville, South Carolina and Vail, Colorado. In business for over 30 years, 1st & Main Investment Advisors is an independent investment advisory and financial services firm committed to helping you and your family meet your financial goals.
We strive to educate clients who work with us in a way they can understand and apply to their everyday lives. Our financial management process is balanced: we believe in a strong work ethic a family first focus and an active work-life balance. We have multiple offices in the Rocky Mountain Region and the Southeast with financial advisors in Greenville, SC and in Vail, CO.
We strive to educate clients who work with us in a way they can understand and apply to their everyday lives. Our financial management process is balanced: we believe in a strong work ethic a family first focus and an active work-life balance. We have multiple offices in the Rocky Mountain Region and the Southeast with financial advisors in Greenville, SC and in Vail, CO.
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. 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.
A long-term perspective of the Dow Jones Industrial Average since 1896 reveals the reality that there are extended periods of time in which the US equity market will trend generally upward, and also lengthy periods of time where the market will instead stagnate or move generally lower. There have been nine such alternating cycles since 1896, with each averaging 14 years in duration.
1st & Main's experienced, local financial professionals leverage the two industry leading software providers, MoneyGuide Pro and eMoney in order to implement customized financial plans for each relationship we manage. Both platforms rely on a goal based approach and Monte Carlo based simulations to identify and stress test plan results.
The risk of death, disability or incurring ever increasing costs associated with end-of-life care are real and something we all must prepare for. 1st & Main's experienced, local financial professionals use insurance sparingly and only as a risk-management tool, not as a long term investment strategy.
Planning for the end of your financial plan and transitioning wealth to the next generation is not something to take lightly. Nor is it something that should be procrastinated until retirement. Proper, advanced planning well in advance of needing it is paramount to you and your beneficiaries' long term success.
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