Main Street Financial Solutions | About Us

Our mission is empowering independent financial advisors to deliver exceptional value to their clients by providing innovative investment solutions, personalized support, and industry-leading expertise, to help their clients achieve lasting financial success.

At Main Street Financial Solutions, LLC, we provide personalized, knowledgeable financial planning and investment advisory services tailored to the unique needs of each client. Built on a foundation of integrity, trust, and financial expertise, our practice is committed to delivering comprehensive wealth management solutions for individuals, families, and small businesses.

Main Street Financial Solutions, LLC (MSFS) has appropriately classified itself as a fee-only RIA despite having Individual Advisor Representatives (IARs) who conduct commission-based insurance sales through approved outside business activities (OBAs). This classification is compliant with SEC regulations but creates important distinctions for individual advisor marketing, particularly for CFPcertificants subject to CFP Board standards. We ensure our guidance is completely objective, always prioritizing our clients’ best interests. Many of our advisors have successfully completed the Certified Financial Planner Board’s rigorous education curriculum and other industry designations, demonstrating their commitment to excellence infinancial planning.

We are committed to continuous learning and staying ahead ofindustry trends, ensuring we provide the most current financial strategies to protect and grow your investments. More than just advisors, we foster long-term relationships, treating our clients like family. At Main Street Financial Solutions, we are dedicated to helping you achieve your financial and personal goals with confidence and clarity.

Find Us on LinkedIn

Main Street Financial Solutions

To get a conversation started, please use the contact button below.