A complete list of active advisors currently associated with The Main Street Group
Warmer can help you find a great advisor at The Main Street Group or one who fits your needs even better.
The Main Street Group is a registered investment adviser serving primarily individual and high‑net‑worth clients, managing roughly $515 million in client assets through a team of nine advisors. The firm provides discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and hourly or fixed-fee planning engagements, and it offers an automated investment option through Schwab’s Institutional Intelligent Portfolios. Investment strategies are customized to each client’s goals and risk tolerance and are typically long‑term in orientation, using low‑cost mutual funds, ETFs and equities while also employing individual securities, options, and, where appropriate, leveraged funds or legacy holdings. The firm conducts continuous portfolio monitoring and rebalancing, and it supplements advisor work with technology — including Schwab’s automated platform and stated uses of AI for note-taking and data analysis — with human oversight. Notable distinctions include a mid‑sized advisory team overseeing more than $500 million while offering both adviser‑led and automated solutions, an affiliated insurance entity and representatives who may sell insurance in their separate licensed capacity (a disclosed source of potential conflict), and a recent change eliminating a prior broker‑dealer affiliation with Kestra that the firm says removed an earlier conflict. The brochure also highlights detailed disclosures around rollovers, referral arrangements, custody at Schwab, and the firm’s specific policies for AI use and outsourcing, which are more explicit than is typical for many peers.
To learn more about the advisors currently working at The Main Street Group, 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.
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