"Main Street Advisors will be recognized in the community it serves as a competent boutique financial advisor and consultant firm to thoughtful, conservative investors, by providing education, expertise, assurance, personal service, and trust.“

Financial Advisors in Westminster, MD

Welcome to Main Street Advisors, a fee-only investment advisory and financial planning firm in Carroll County, Maryland within the heart of Westminster. Our firm is unlike most other investment advisory firms. Main Street Advisors acts as a fiduciary, we sell no products and accept no commissions. Our clients receive advice unblemished by the conflicts of interest that have plagued the large, well-known Wall Street firms.

Our Difference

Main Street Advisors, LLC was formed in 1999 by owner and President, David Richard Peloquin, CFP ® with over 30 years of experience in the financial industry. We believe in always placing the needs of our clients first, and that all matters of “money” require competence, respect, absolute honesty and integrity.

We Are Independent and Fee-Only

We are not tied to any funds or investment products. We do NOT accept any fees or compensation based on product sales. Our revenues come exclusively from the fees our clients pay.

We Are A Fiduciary

Unlike brokers working for well-known brokerage firms, we have a legal and ethical obligation to act in the best interests of our clients and always put their needs first.

We Educate

Knowledge is power. We believe it is our duty to keep our clients abreast of changes in the market and economy and ensure they understand what their investments are, the strategies we are using and how everything works together to achieve their overall financial goals.

We Serve

The relationships we have with our clients are paramount. Our hometown service is based upon our commitment to the values we live by every day: integrity, honor, and going above and beyond to help our clients.

What We Do

Main Street Advisors acts as a fiduciary, we sell no products and accept no commissions. Our clients receive advice unblemished by the conflicts of interest that have plagued the large, well-known Wall Street firms.

Retirement &<br> Financial Planning

Retirement &
Financial Planning

Investment<br> Management

Investment
Management

Estate<br> Planning

Estate
Planning

Tax <br>Planning

Tax
Planning

Education<br> Planning

Education
Planning

Who We Serve

Setting the Foundation

Setting the Foundation

You are just starting out and are interested in guidance regarding the type of accounts to open, 401(k) questions and how to prioritize goals such as down payment for house, emergency fund, car purchase, etc

Accumulation Phase

Accumulation Phase

You’ve been in the workforce for quite some time and continue to grow your wealth. You have questions relating to properly preparing for retirement, investing mix and allocation, ROTH vs. traditional and more…

Distribution Phase

Distribution Phase

You are either starting to or not far from living off your retirement income. You have questions relating to Social Security claiming strategies, Medicare options, tax strategies, estate planning, how the timing of certain goals will effect your overall retirement...

CONTACT US

We love to talk

Give us a call or send us an email. We would love to get to know you!

205 East Main Street
Westminster, MD 21157

GET IN TOUCH

Provide your information and we’ll be in touch soon.

If you’d like to learn more about how we can help you, fill out the fields below and click “send message.”

CONTACT US

We love to talk

Give us a call or send us an email. We would love to get to know you!

205 East Main Street
Westminster, MD 21157

GET IN TOUCH

We love to talk

If you’d like to learn more about how we can help you, fill out the fields below and click “send message.”