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:

For Individuals  For Businesses  For Widows / Divorcees  For Physicians  For Retirees

Relationships powered by Stewardship, Diligence & Discipline


We’re here for you every step of the way.

Meet the Team

Firm Snapshot

$1.54 Billion 1

Total Assets Under Management

$1.14 Billion 2

Advisory Assets

$243 Million 2

Brokerage Assets

$92 Million 2

401(k)/Qualified Plan Assets


Financial Professionals

24 Years

Average Industry Experience






1. Assets Under Management Derived from LPL, Charles, Schwab, & Fidelity as of March 29th, 2024
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.

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