Matthew Main

Matthew Main, CRPC®
Premier Banker

7969 Tuckerman Ln

Potomac, MD 20854-3243

About me

Background

Matthew Main is a Premier Banker and Chartered Retirement Planning Counselor™ (CRPC®) with 19 years of financial services experience. Having grown up on a family farm, he learned from a very early age how hard people work to build their resources—which is why he’s dedicated himself to helping clients and their families maximize their wealth and use their resources to turn their dreams into reality. Matthew feels that the community bank model at Truist is the firm’s greatest asset, as it both allows decision making to be kept close to home and enables him to provide all of the resources of a large bank with a small bank feel.

Matthew helps empower clients to follow a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. He works to understand each client’s goals, resources, and what’s most important to them and their families. Around that information he builds a plan that helps them get to their destination with stops along the way, while maximizing their efficiency and free time. Matthew’s daily goal is to put his clients first, building their trust through high-touch attention, in-depth conversations, and technology.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Fine Arts
Slippery Rock University

Personal interests

Born in Frederick, he spent most of his life in Pennsylvania. His family has a dairy farm and his father's family has been farming for generations. He lives in Rockville with his wife, Marcia, and their cat, Sophia. Matthew enjoys films, music, exercise, and travel.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • Wills, trust, wealth transfer, estate administration and settlement, and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

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