MAIN STREET FINANCIAL GROUP LLC

Overview

Main Street Financial Group LLC is a small, independent registered investment adviser focused on individual and family clients. The firm acts as a capital allocator and delivers a mix of financial planning and portfolio management services — including selection of other advisers and pension consulting among its advisory offerings. Its fee arrangements include a percentage-of-AUM component alongside hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and project-based planning work. Investment activity is concentrated in publicly traded pooled vehicles rather than bespoke private deals. The firm does not position itself as an active ESG investor, and it operates at a regional scale rather than as a multi-state or national RIA. Industry ties include an affiliation with an insurance company, which can shape product access and distribution for certain client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices