Main Street Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mainstreet Financial Group LLC primarily serves individual (non–high-net-worth) clients, managing about $18.3 million across roughly 65 accounts. The firm offers comprehensive financial planning and consulting, discretionary investment management including model portfolios, and retirement-plan advisory services, with tax-preparation and estate-planning coordination incorporated into planning engagements.
The firm follows an active investment approach that combines asset-allocation design, fundamental analysis and modern-portfolio principles, and may employ Dimensional mutual funds and ETFs within its model portfolios. Accounts are typically managed on a discretionary basis with periodic rebalancing and ongoing monitoring, and the adviser can provide non-discretionary 3(21) fiduciary services for qualified retirement plans.
Distinctive features include a small, principal-led organizational structure and affiliations outside pure advisory work: the owner conducts licensed insurance sales through an affiliated insurance-marketing entity and operates a separate financial-education business, both of which generate separate compensation and are disclosed as potential conflicts of interest. The firm also integrates third‑party tax and legal experts into its planning work and has recently moved away from using sub‑advisers in favor of building model portfolios with Dimensional funds.
Client services
Expertise
Fee options
Comprehensive financial planning charged a flat fee of $5,000
$0 - $499,999.00: 1.50% $499,999.01 - $749,999.00: 1.25% $749,999.01 - $999,999.00: 1.15% $999,999.01 - $1,999,999.00: 1.00% $1,999,999.01+: 0.60%
Financial consulting services charged at $250 per hour
Ongoing financial planning services charged monthly, up to $200 per month
Fee-only: Comprehensive financial planning at a flat fee of $5,000; Ongoing financial planning up to $200/month; Financial consulting at $250/hour
Main office
1274 Kittredge Ct
Atlanta GA 30329
Advisors at this office
2
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
Advisors at this firm
Ahron G
Series 65
Atlanta, GA
Main Street Financial Group LLC
Ahron Golding is a financial advisor with Main Street Financial Group LLC in Atlanta, holding a Series 65 license and beginning his advisory career in 2026. He has over a decade of experience as a tax attorney at Roth & Co LLP, representing taxpayers in IRS tax controversies. Main Street Financial Group primarily serves individual clients with comprehensive financial planning, discretionary investment management, and retirement-plan advisory services. The firm employs an active investment approach focused on asset allocation and fundamental analysis, incorporating tax and legal expertise into its planning process.
Ruth G
CFP®, Series 66
Atlanta, GA
Main Street Financial Group LLC
Ruth Goldstein is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Mainstreet Financial Group LLC. Her previous roles include positions at Advisory Alpha, LLC, Planners Alliance LLC, and AlphaStar Capital Management, LLC. She also directs Mainstreet Financial Education, Inc., where she provides financial literacy workshops and seminars on topics such as retirement, investment, and Medicare insurance. Mainstreet Financial Group LLC serves individual clients with comprehensive financial planning, discretionary investment management, and retirement-plan advisory services. The firm employs an active investment approach utilizing asset allocation, fundamental analysis, and model portfolios that may include Dimensional mutual funds and ETFs.
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