A complete list of active advisors currently associated with MainStreet Financial Planning, Inc.

Warmer can help you find a great advisor at MainStreet Financial Planning, Inc. or one who fits your needs even better.

MainStreet Financial Planning provides fee-only, advice-only financial planning and consultation to individuals, families, business owners and nonprofit employers. Services cover comprehensive planning topics — retirement and college funding, cash flow and debt management, insurance and real estate advice — and include tax return preparation and employer-facing offerings such as employee seminars, workshops and on‑site individual counseling. The firm operates as an advice-only practice and does not maintain discretionary portfolio management or custody of client assets; clients retain implementation discretion. MSFP generally favors a long-term, low-cost passive investing approach in its recommendations and delivers advice through multi-session planning engagements (the Money Roadmap) with optional ongoing navigation support and educational webinars. Notable differences from many peers include an uncommon multi-office footprint for a firm of this size and a regular program of educational seminars and webinars for both individuals and employer groups. Its fee model relies on project, hourly and subscription arrangements rather than percentage-of-AUM billing, and the firm emphasizes work with specific segments such as newly married couples, near‑retirees balancing college and retirement needs, independent women, and business/nonprofit clients.

To learn more about the advisors currently working at MainStreet Financial Planning, Inc., 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.