A complete list of active advisors currently associated with Main Street Financial Advisory LLC

Warmer can help you find a great advisor at Main Street Financial Advisory LLC or one who fits your needs even better.

Main Street Financial Advisory provides portfolio management and financial planning to individuals, including high‑net‑worth clients, and charitable organizations. Services range from IPS‑driven portfolio construction and ongoing monitoring to one‑time comprehensive financial plans covering retirement, tax, insurance, college, and debt planning. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods to build long‑term portfolios and documents client risk tolerance and objectives in an Investment Policy Statement. MSF offers both discretionary and non‑discretionary relationships — requesting discretionary trading authority when appropriate and documenting trade approvals for clients who retain decision authority. Operationally, the firm requires custody through Schwab Institutional, conducts monthly account reviews by a single designated reviewer, and does not aggregate (block) trades across multiple client accounts. Financial planning is typically delivered as a one‑time engagement completed within six months unless additional services are requested, and MSF does not participate in wrap fee programs or select third‑party managers.

To learn more about the advisors currently working at Main Street Financial Advisory LLC, 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.