Team
Services
When you partner with Main Street, you gain access to a comprehensive suite of services designed to support every aspect of your business. Our offering includes, but is not limited to:◦ Compliance & Regulatory Support – Ongoing guidance, filings, and audit prep◦ Operations & Billing – Day-to-day operational support and billing management◦ Finance & Accounting – Bookkeeping, compensation tracking, and financial reporting◦ Human Resources – Recruiting, onboarding, and HR support◦ Virtual Assistant Services – Administrative support tailored to your practice◦ Software Solutions – Access to integrated tech tools that streamline workflows◦ Practice Management & Coaching – Business strategy, growth planning, and advisor coaching◦ Succession Planning – Guidance for growth, exit strategies, and continuity
We leverage Orion as our core technology platform, providing an integrated suite of tools for portfolio management, performance reporting, billing, trading, and client experience. Orion’s robust, advisor-focused technology helps us deliver efficient operations and a seamless experience for our clients.
We are custodian agnostic and work with some of the industry’s most trusted custodians, including Charles Schwab, Fidelity, and Pershing. This flexibility allows us to prioritize what matters most—serving our clients' best interests—while providing access to a wide range of investment solutions and secure account services.
At Main Street we provide customized, hands-on support built around your unique goals and business model.What sets us apart:◦ Advisor-First Philosophy – Your independence and brand remain front and center.◦ Comprehensive In-House Services – From compliance to operations, HR to finance, we handle the back office so you can focus on growth and clients.◦ Flexibility & Freedom – Choose only the services you need, when you need them.◦ Long-Term Partnership – We’re here to help you build, scale, and eventually transition your practice on your terms.At Main Street, we’re not just offering infrastructure—we’re investing in your success.
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