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

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

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.

To learn more about the advisors currently working at Main Street Financial Group 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.