Main Street Financial Group LLC logo

Main Street Financial Group LLC

Updated today

Client assets under management

$18,266,680

Clients

65

3% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

22

Low

Average account size

$281,026

About

Main Street Financial Group LLC provides comprehensive and ongoing financial planning, investment management, retirement plan consulting, and financial consulting primarily for individual clients. The firm reports $18,266,680 in discretionary assets across 65 client relationships and offers ancillary services such as tax preparation and estate planning through outside providers as part of its planning engagements.

The firm employs an active management approach that emphasizes asset allocation, fundamental analysis, and elements of modern portfolio theory, and it often delegates day-to-day discretionary trading to a sub-adviser. Portfolios are tailored to client goals, risk tolerance, and tax considerations, with the firm retaining authority to hire or replace sub-advisers and to rebalance or monitor accounts on an ongoing basis.

A notable characteristic is the firm’s affiliation with insurance and financial-education businesses: the owner is a licensed independent insurance agent and operates an insurance marketing firm and a financial-education company, which generate separate commissions and fees disclosed in the brochure. Although the firm can serve high-net-worth clients, its reported asset base and client count indicate it primarily works with non–high-net-worth individuals, and it recently expanded its offerings to include discretionary investment management and ongoing financial planning.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Tax prep & filing/estate planning

Expertise

General retirement planning General tax planning College savings (529s, UTMA, etc.) Long-term care insurance

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Fee options

Fixed

Comprehensive financial planning services charged a flat fee of $5,000

Project-based

Financial consulting services charged at $250/hour

Subscriptions

Ongoing financial planning services charged monthly, up to $200/month, negotiable based on complexity

Other

Fee-only: Financial planning: $5,000 flat fee; Ongoing financial planning: up to $200/month, negotiable; Financial consulting: $250/hour

Main office location

Main Street Financial Group LLC

1274 Kittredge Ct

Atlanta GA 30329, United States

Number of offices

1

Most active in

Georgia · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ahron G

Series 65

Atlanta, GA

Main Street Financial Group LLC

Ahron Golding is a financial advisor at Main Street Financial Group LLC in Atlanta, GA, holding a Series 65 designation with over a decade of experience as a tax attorney at Roth & Co LLP. He represents taxpayers in tax controversies with the IRS as part of his non-investment-related activities. Main Street Financial Group LLC serves individuals, high-net-worth clients, corporations, and retirement plans by providing comprehensive financial planning and portfolio management. The firm’s investment approach integrates active management, asset allocation, and tax considerations, using third-party sub-advisers to implement model strategies while maintaining oversight.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Long-term care insurance
user avatar

Ruth G

CFP®, Series 66

Atlanta, GA

Main Street Financial Group LLC

Ruth Goldstein is a CFP®-designated financial advisor with 17 years of industry experience. She is the principal of Mainstreet Financial Group LLC in Atlanta, GA, where she has worked since 2025. Prior to this, she held roles at Advisory Alpha, LLC and Planners Alliance LLC, among others. Goldstein also directs Mainstreet Financial Education, Inc., providing financial literacy workshops and seminars on topics such as retirement, investment, and Medicare insurance. Mainstreet Financial Group LLC serves individuals, high-net-worth clients, corporations, and pension and profit-sharing plans by offering comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs an investment approach that integrates active management, asset allocation, and fundamental analysis, with attention to tax consequences, and utilizes third-party sub-advisers for model strategy implementation.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Long-term care insurance
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