Our Philosophy

Main Street Financial Life Advisors’ philosophy is simple. We strive to help you make the best financial decisions possible. We do this by first getting to know you and your individual circumstances. Our focus is to understand your goals and develop a plan to reach them.  We ask the right questions, listen, and evaluate your financial needs—and only then build plans to help reach your financial and personal goals. Our advisors work as a team for you and make every effort to achieve results in line with your investment objectives. We recognize that you have entrusted us with your financial future. 

Main Street is an SEC-registered investment advisory firm operating with a fiduciary responsibility to put your best interests before our own, and we take this responsibility seriously. Our investment advisory and financial planning fees are based on a percentage of your assets under management, hourly rates or an agreed upon flat fee.

We may offer or recommend certain insurance products to our clients. This may present a conflict of interest as we earn commissions on the sale of insurance products. We will only recommend insurance products if it is in the best interest of our client. Ultimately, the client may accept or reject any of our recommendations.

Our Fiduciary Standard ensures that:

  • We will always put our client’s best interest first—ahead of our own as a fiduciary.
  • When selecting investments, we will act as our client’s agent, seeking the best investments and the best prices at all times.
  • Although neither we nor anyone can promise superior investment returns, we will provide impartial advice and act on your behalf with skill, care, diligence and good judgment.
  • We will provide full and fair disclosure of all important facts.
  • We will fully disclose and fairly manage, in our client’s favor, any unavoidable conflicts that may arise.
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