A complete list of active advisors currently associated with Main Street Investment Management

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

Main Street Investment Management serves individual and high‑net‑worth clients, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm operates in a fiduciary capacity and provides ongoing monitoring, periodic portfolio reviews, and discretionary rebalancing for client accounts. The firm combines fundamental and technical analysis with an explicit emphasis on risk management, aiming to meet client objectives while taking comparatively less risk than relevant benchmark indices. Portfolios are managed on a discretionary basis, and the firm also provides limited-scope ERISA 3(21) plan services such as investment policy development and periodic monitoring of plan investments. Distinctively for a firm of its size, Main Street is affiliated with an insurance business and several other outside ventures — including tax-referral services, loan origination, and a charitable-planning affiliate — and the managing member devotes a material portion of time to those activities. Those affiliations can create potential conflicts of interest (for example, commission‑based insurance sales and referral fees), which the brochure describes as being addressed through disclosures, written procedures, and the firm’s fiduciary obligations.

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