Because your hard-earned wealth should work just as hard as you do
With over 100 years of combined experience, Main Street Wealth Management has guided hundreds of individuals, families, and business owners toward true financial independence. Our experienced team of certified, independent advisors will help you build, manage and preserve your financial legacy with a holistic plan designed specifically to reach your goals.
Some of our specialties include business succession, retirement planning, and estate planning, but our advisers are experienced in all sectors of wealth management. Learn more about how we can best serve you:
Relationships powered by Stewardship, Diligence & Discipline
Firm Snapshot
$1.32 Billion 1
Total Assets Under Management
$1.01 Billion 2
Advisory Assets
$215 Million 2
Brokerage Assets
$88 Million 2
401(k)/Qualified Plan Assets
11
Financial Professionals
24 Years
Average Industry Experience
14
Employees
3
Locations
1. Assets Under Management Derived from LPL, Charles, Schwab, & Fidelity as of September 24, 2023
2. Main Street Wealth Management currently serves over $100 million in Brokerage and Advisory assets
We serve you, and only you.
Independent and partner-owned, Main Street Wealth Management is dedicated to your financial success by design. Unlike some firms, we have no hidden agendas, products to sell, or quotas to meet. As a result, we are focused entirely on you and your goals at every life stage. With a small client-to-advisor ratio and decades-long relationships, you can be confident that we’re here to serve your every financial need for the long haul.
