Main Street Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Main Street Financial provides discretionary wealth management and financial planning to individual and high‑net‑worth clients, as well as trusts, estates and small businesses. The firm manages roughly $71 million for about 98 clients through a small advisory team and offers portfolio construction using ETFs, mutual funds, individual stocks and bonds.
The firm develops customized asset allocations and portfolio strategies based on each client’s goals, time horizon and risk tolerance, employing both fundamental and technical analysis. Accounts are generally managed with a long‑term orientation while allowing shorter‑term trading for rebalancing or tactical opportunities.
Main Street is affiliated with an accounting firm under common control, and in most cases its investment clients are also tax clients, creating an integrated tax and investment service model that is less common among supported firms. The firm also operates through an institutional custody relationship that provides software and trading support to its advisers, an operational arrangement commonly used to support smaller SEC‑registered advisory practices.
Client services
Expertise
Fee options
$0 - $200,000: 1.50% $200,001 - $400,000: 1.25% $400,001 - $600,000: 1.00% $600,001 - $800,000: 0.80% $800,001 - $1,250,000: 0.60% $1,250,001+: 0.50%
Financial planning services charged at $300 per hour, negotiable based on complexity and relationship.
Fee-only: Investment advisory fees range from 0.50% to 1.50% annually based on tiered AUM schedule.
Main office
2500 Westchester Ave, Suite 107
Purchase NY 10577
Advisors at this office
3
Most active in
Connecticut · Florida · New York · Texas
Also doing business as
Main Street Financial · Main Street Financial 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Quick links
Advisors at this firm
Jay M
CFP®
Purchase, NY
Main Street Financial
Jay Mc Neill is a CFP® with five years of experience at Main Street Financial and over nine years as Managing Member of LaRusso & McNeill LLC, where he provides tax, accounting, and consulting services to individuals and small businesses. He also worked for five years at ATS Advisors, a certified public accounting firm. Main Street Financial offers discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $71 million across about 98 clients, using customized asset allocations and portfolio strategies that combine fundamental and technical analysis with a long-term focus while allowing tactical adjustments.
Leo C
CFP®, Series 66
Purchase, NY
Main Street Financial
Leo Cunningham is a CFP® with 13 years of industry experience and has been with Main Street Financial since 2011. He holds a Series 66 license and works out of Purchase, NY. Outside of financial advising, Cunningham serves as an on-call flight simulator instructor and pilot. Main Street Financial provides discretionary wealth management and financial planning to individual and high-net-worth clients, as well as trusts, estates, and small businesses. The firm designs customized portfolios using ETFs, mutual funds, stocks, and bonds, and integrates tax and investment services through its affiliation with an accounting firm.
Charles B
CFP®, Series 63
Purchase, NY
Main Street Financial
Charles Benway is a CFP® with six years of experience as a financial advisor at Main Street Financial, where he has worked since 2000. He is also a CPA with over 38 years in that profession. Benway operates a separate CPA practice located at the same address as Main Street Financial. Main Street Financial provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $71 million for about 98 clients, employing customized asset allocation strategies and an integrated tax and investment service model through its affiliation with an accounting firm.
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