Josh Roach joins 1st & Main Investment Advisors
August 2, 2017
Josh Roach has joined 1st & Main Investment Advisors as a Partner in the firm’s Greenville, SC office. Roach brings over a decade of experience in the financial services industry, focusing primarily on wealth management strategies for individuals and small businesses. His comprehensive approach includes providing clients with long-term financial planning, investment advisory services, retirement planning, tax planning and analysis, estate planning, education planning, and life, health, and disability insurance planning.
“1st & Main focuses on delivering sophisticated investment advisory and financial planning services to clients through a team-based approach. Josh not only brings excellent experience, but also shares our firm’s core values, which allow us to provide top tier service through a collaborative approach. We are thrilled that he has joined our team, and we are excited for the future as we help our clients meet their financial goals,” said 1st & Main Partner, Alex Schaefer.
Roach is recognized by the Certified Financial Planner Board of Standards as a Certified Financial Planner™ (CFP®). The CFP® designation recognizes only those who have proven the highest level of competency, ethics, and professionalism through a rigorous process that evaluates education, exam performance, experience, and fiduciary responsibility. In addition to advising clients on key strategies to meet financial goals, Roach has significant experience overseeing operations and compliance related to financial services management.
“1st & Main combines deep experience and cutting-edge technology with a genuine commitment to improving the lives of our clients and the communities that we serve. I am excited to work alongside each member of our team as we help our clients navigate important decisions for their families and their businesses,” said Josh Roach.
Roach serves on the United Way of Greenville County Campaign Cabinet, the Advisory Board of Caine Halter YMCA, and is a member of the Greenville Estate Planning Council. He was recognized in 2014 by Greenville Business Magazine as one of Greenville’s “Best and Brightest 35 and Under”, and has served on the National Kidney Foundation Golf Committee Board. Roach is a graduate of the University of South Carolina Darla Moore School of Business where he earned degrees in Accounting, Marketing, and Management.
About 1st & Main Investment Advisors
1st & Main Investment Advisors is a dually-registered independent investment advisory and financial planning firm with offices in Colorado and South Carolina. With fiduciary responsibility and independence from traditional brokerages, 1st & Main Investment Advisors have focused on delivering sophisticated strategies to grow and protect each client’s wealth for over 30 years. To learn more, visit www.1standmaininvest.com
