A complete list of active advisors currently associated with Main Effort Financial, Inc.
Warmer can help you find a great advisor at Main Effort Financial, Inc. or one who fits your needs even better.
Main Effort Financial serves individuals (including high-net-worth clients), trusts, estates, businesses and retirement plans, providing wealth management, discretionary investment management, financial planning and retirement-plan advisory services. The firm manages client portfolios on an ongoing basis and also offers stand-alone financial planning and plan-level consulting. The firm typically implements a long-term, diversified approach that emphasizes exchange-traded funds and individual equities, using both fundamental and technical analysis to construct portfolios and make adjustments for rebalancing, tax considerations, or changes in client objectives. It generally aims for low turnover, may retain legacy holdings for tax or fit reasons, and avoids leveraged or inverse products while allowing short-term trades when appropriate. Noteworthy operational features include managing roughly $86 million across about 189 client relationships while operating as a small, owner-operated advisory practice with an institutional relationship with Charles Schwab for custody and platform services. The firm provides ERISA fiduciary retirement-plan services (including participant enrollment and education) and discloses a principal’s separate commercial property business and personal-trading policies that permit supervised persons to trade alongside clients under compliance oversight.
To learn more about the advisors currently working at Main Effort Financial, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Holliston, MA
| 25
|
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