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

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

Main Street Financial Solutions is a registered investment adviser that manages approximately $2.51 billion in regulatory assets and serves individuals, high‑net‑worth investors, pension and profit‑sharing plans, trusts, estates, charities and various business entities. The firm offers financial planning, discretionary and non‑discretionary portfolio management, retirement plan consulting and access to alternative investments through platforms such as CAIS and iCapital. The firm follows an academic‑based, multi‑asset class investment approach that emphasizes low‑cost passive ETFs and mutual funds while retaining the flexibility to use active managers, individual equities, fixed income, options and Independent Managers to meet client objectives. Main Street Financial Solutions documents client risk profiles, monitors Independent Managers on an ongoing basis, may employ margin under procedures designed to address conflicts, and has adopted policies governing the use of artificial intelligence tools in research and analysis. Compared with many multi‑team advisers, the firm’s disclosure highlights a broader institutional footprint: it advises retirement plan sponsors and, as disclosed in its Form ADV, serves other investment advisers, banking or thrift institutions, insurance companies, state and municipal clients and sovereign wealth‑type clients. Operationally notable features include its use of standing letters of authorization for certain client transfers (with SEC no‑action compliance) and its engagement models that encompass both delegated Independent Managers and ERISA‑fiduciary retirement plan consulting.

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