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 advises individuals and high-net-worth clients through fee-based investment advisory services, financial planning, retirement-plan consulting and participant education, and managed portfolios. The firm also offers an automated investment option through Schwab Institutional Intelligent Portfolios™ and custodial services at Charles Schwab & Co. Portfolios are tailored to each client’s goals and risk tolerance with a primarily long‑term orientation but may include shorter-term trades for rebalancing or opportunity. The firm commonly uses diversified mutual funds and ETFs and also deploys individual equities, bonds, options, leveraged funds, structured products and allocations to unaffiliated independent managers, while treating cash as an explicit asset class. Noteworthy aspects disclosed in the brochure include the firm’s use of Artificial Intelligence for real‑time note‑taking and data analysis (with human supervision and an opt‑out right), an affiliated insurance agency (Main Street Life, Inc.) and advisors who may sell insurance products (a disclosed conflict of interest), and a recent operational change removing a prior Kestra broker‑dealer relationship in order to eliminate that conflict. The firm’s described reliance on Schwab’s institutional custody and technology platform is also a prominent operational feature.
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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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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