What We Do

Team reviewing graphsWhat We Do

Help You Manage Financial Success With Confidence

Our wealth advisors make the complex simple. At First National 1870, our primary focus is to understand your goals and then build a personalized strategy to help you achieve them. We'll provide a comprehensive review of your financial situation and an overall investment plan aimed at increasing your chances of successfully achieving long-term objectives.
 
Our highly personalized services can assist with retirement planning, business transitions, estate planning, and philanthropy,  When you bank with First National 1870, you'll discover the clear advantage of a local relationship and a team of experts working for you, your family, and your business.
 
We’re here to translate your financial success into peace of mind, bringing clarity and confidence to your financial future. Our approach is consultative. We begin by listening to you and understanding your financial goals. As time goes on, those goals may change or need to be adjusted. We put your interests first, offering conflict-free advice, proven investment principles, and cost-effective solutions.
 
Our approach to Wealth Management builds on a proven, centralized process that gains strength from our entire team. We incorporate input and expertise from our Investment Committee, research team, and wealth advisors. Then, we review your portfolio with an eye toward global market outlook, your risk tolerance and capacity, and liquidity goals.
 
Everyone at First National 1870 is dedicated to earning your trust, understanding your goals, and delivering the best possible solutions for you.
 

Investment and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.​