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

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

Main Street Financial provides discretionary wealth management and financial planning to individual and high‑net‑worth clients, as well as trusts, estates and small businesses. The firm manages roughly $71 million for about 98 clients through a small advisory team and offers portfolio construction using ETFs, mutual funds, individual stocks and bonds. The firm develops customized asset allocations and portfolio strategies based on each client’s goals, time horizon and risk tolerance, employing both fundamental and technical analysis. Accounts are generally managed with a long‑term orientation while allowing shorter‑term trading for rebalancing or tactical opportunities. Main Street is affiliated with an accounting firm under common control, and in most cases its investment clients are also tax clients, creating an integrated tax and investment service model that is less common among supported firms. The firm also operates through an institutional custody relationship that provides software and trading support to its advisers, an operational arrangement commonly used to support smaller SEC‑registered advisory practices.

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