Main Street Advisors, LLC unequivocally states that we:
receive our revenues exclusively from the fees our clients pay;
receive no outside remuneration from any other firm or entity; and
have no other interest except to help our clients save money or make more money, within the parameters of risk or volatility agreed upon.
What are the benefits of working with an independent fee-only investment advisor?
Customized strategies and guidance tailored to your financial situation
We are are not tied to any family of funds or investment products. We have the ability to choose from a wide range of options in order to select the option that suits our clients best.
A strong, personal and attentive relationship
We must understand our client’s financial situation, goals, tendencies, preferences and risk tolerance extremely well to ensure the investment portfolio aligns with the client’s overall financial plan. We are required to put our client’s interests first at all times and hold themselves accountable. Fee-only investment financial advisors are often referred to as “financial quarterbacks” because they must carefully calibrate all aspects of your financial life so they work in concert with one another.
Your money is held by an independent custodian, not the advisor firm
We use Charles Schwab as our independent custodian to hold and safeguard our clients’ assets. This provides a system of checks and balances since your money is not being held by the same person who advises you about how to invest it. Having served financial advisors for over 25 years, we are confident our clients’ assets are safe.