Main Street Financial Life Advisors, LLC® is grounded in founder Joe Roman’s roots as a CPA over the last 35+ years.
In 1999, he founded the firm which later became an SEC Registered Investment Advisor in 2001 to provide independent investment management and financial planning services to his clients who sought an alternative to the traditional broker/dealer commission-based relationships which were common at the time. As a “fee based” advisor, we assist our clients by determining their goals, identifying their appetite for risk and providing them with suitable investments to pursue their long-term objectives. Our clients are a cross-section of high-net-worth individuals, families, professionals, retirees, business owners, executives and young entrepreneurs.
Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.
It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.
You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.