First & Main Financial Planners

First & Main Financial Planners is a financial planning firm that has worked with clients since 2001. The firm offers personalized plans covering retirement, windfalls, money management, life transitions, college savings and donor advised funds, and says its advisors act as fiduciaries who put the client's outcome first.

The firm works through a listening-first process, starting with questions about each client's situation before building a plan. Clients can reach the office by phone or email, and the website lists Piedmont, CA as its location. Its fee schedule and team are described on separate pages of the site.