We called the company “Main Street Financial” because we wanted a name that described our straight talking, down to earth style that distinguishes us from the sales driven style of many Wall Street firms. When the company was formed in 1999, we were pleased, but not very surprised, to learn that the name “Main Street Financial” was still available for use in the State of New York.
Since then we have grown steadily by providing a disciplined, client-centered fee-only financial planning and investment management services whether markets are up or down. As a small firm, we place great value on the close relationships we have with our clients and, operating under a fiduciary standard, we give them our total allegiance.
Please read our Form ADV to learn more about us, how we operate and how fees are determined. Meanwhile, meet our professional staff ……