A complete list of active advisors currently associated with Main Street Financial Life Advisors, LLC

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

Main Street Financial Life Advisors, LLC provides discretionary and non‑discretionary investment management and comprehensive reporting to individuals (including high‑net‑worth clients), business entities, trusts, estates and charitable organizations. The firm also offers tax preparation and accounting services in conjunction with its advisory work through an affiliated CPA firm, Roman & Kulpa, LLC, and may coordinate insurance solutions through an affiliated insurance agency, Lifetime Insurance Strategy Advisors, LLC. The firm typically begins with a separately charged financial plan and then allocates and monitors assets based on client objectives and risk tolerance, using mutual funds, exchange‑traded funds, individual securities and allocations to independent managers or unaffiliated private funds as appropriate. Main Street uses third‑party technology and model platforms (including Orion, eMoney and Wealth.com) to support portfolio construction and reporting, and the brochure notes use of fund families such as Dimensional Fund Advisors that have adviser‑approval requirements. Distinctive features disclosed in the brochure include the formal affiliations with an accounting firm and a licensed insurance agency, and the resulting conflicts of interest because affiliated professionals may receive separate compensation for tax or insurance services. The firm is relatively small — three advisors serving 38 clients with about $56.9 million in assets under management — and recently moved from SEC to state registration, a change the firm highlights in its material disclosures.

To learn more about the advisors currently working at Main Street Financial Life Advisors, 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.