Main Avenue Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Main Avenue Financial Services provides fee-only financial planning, investment management, and wealth advisement to individuals, families, related entities, trusts and estates, family businesses, and retirement-plan participants. The firm is a small supported adviser with roughly $102 million in assets under management, two advisors, and about 77 client relationships.
MAFS favors a long-term, buy-and-hold approach using actively managed and index mutual funds and ETFs, and prepares an Investment Guidelines Statement tailored to each client’s objectives, time horizon, and risk tolerance. Its service model is implementation‑oriented: financial planning is delivered as a series of topic‑focused emails and the firm commonly provides non‑discretionary management and “held‑away” wealth advisement where clients retain control of account transactions.
What distinguishes the firm from many peers is its historic emphasis on client‑directed, non‑discretionary relationships — it recently added discretionary management as an option rather than as the default — and its routine delivery of planning as incremental, actionable communications rather than a single comprehensive binder. The firm also operates as a fee‑only adviser without outside compensation and typically coordinates with clients’ other professionals for implementation.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$250 per hour for financial planning
Fee-only: Financial planning at $250/hour; complimentary financial planning for clients with assets under management
Main office
4900 SW Griffith Drive, Suite 210
Beaverton OR 97005
Advisors at this office
2
Most active in
Arizona · California · Oregon · Washington
Also doing business as
Main Avenue Financial Services, L.L.C. · Main Avenue Financial Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Andrew J
CFP®, Series 63, Series 66
Beaverton, OR
Main Avenue Financial Services, LLC
Andrew Jamison is a CFP® professional with 17 years of industry experience, currently serving at Main Avenue Financial Services, LLC in Beaverton, OR. He has been with Main Avenue Financial Services since 2009. Outside of his advisory role, Jamison serves as the treasurer for the Portland Basketball Officials Association and officiates basketball games during evenings and weekends. Main Avenue Financial Services provides fee-only financial planning, investment management, and wealth advisement to individuals, families, trusts, and related entities. The firm emphasizes client-directed, non-discretionary relationships and delivers financial planning through incremental, actionable communications tailored to each client’s objectives and risk tolerance.
Jeffrey B
Series 65
Beaverton, OR
Main Avenue Financial Services, LLC
Jeffrey Bloch is a Series 65-licensed financial advisor with Main Avenue Financial Services, LLC in Beaverton, Oregon. He has 11 years of industry experience and has been with Main Avenue Financial Services since 2014. Main Avenue Financial Services, LLC is a fee-only advisory firm serving individuals, families, trusts, estates, family businesses, and retirement plan participants. The firm manages approximately $94 million for about 76 clients, employing a long-term, buy-and-hold investment approach with tailored asset allocation and primarily non-discretionary portfolio management.
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