Main Street Financial Group LLC

Overview

Main Street Financial Group LLC is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on individual and family clients and offers a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its compensation approach is flexible: fee arrangements include a percentage of assets under management, hourly billing, and fixed fees, which supports both ongoing advisory relationships and project-based planning work. The adviser does not position itself as a capital allocator to third-party alternative managers and is not an active ESG investor. An industry affiliation with an insurance company is listed, which suggests the firm may incorporate insurance products into client solutions or maintain distribution relationships with insurance providers.

Assets & Accounts

Public Holdings

Investments & Alternatives