Ruth Goldstein
Advisor at Main Street Financial Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Main Street Financial Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Main Street Financial Group LLC
Location
Atlanta, GA 30329
Credentials
CFP®, Series 66
Industry experience
17 years
Ruth Goldstein is a CFP®-designated financial advisor with 17 years of industry experience. She is the principal of Mainstreet Financial Group LLC in Atlanta, GA, where she has worked since 2025. Prior to this, she held roles at Advisory Alpha, LLC and Planners Alliance LLC, among others. Goldstein also directs Mainstreet Financial Education, Inc., providing financial literacy workshops and seminars on topics such as retirement, investment, and Medicare insurance. Mainstreet Financial Group LLC serves individuals, high-net-worth clients, corporations, and pension and profit-sharing plans by offering comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs an investment approach that integrates active management, asset allocation, and fundamental analysis, with attention to tax consequences, and utilizes third-party sub-advisers for model strategy implementation.
Based on Main Street Financial Group LLC
Based on Main Street Financial Group LLC
Comprehensive financial planning services charged a flat fee of $5,000
Financial consulting services charged at $250/hour
Ongoing financial planning services charged monthly, up to $200/month, negotiable based on complexity
Fee-only: Financial planning: $5,000 flat fee; Ongoing financial planning: up to $200/month, negotiable; Financial consulting: $250/hour
1274 Kittredge Ct
Atlanta, GA 30329
Georgia · Texas
Mainstreet Financial Group, LLC
2025 - Present (1 year)
Advisory Alpha, LLC
2020 - 2025 (5 years)
Mainstreet Financial Education, Inc.
2020 - Present (6 years)
Planners Alliance LLC
2018 - 2020 (2 years)
Mainstreet Financial Advisory Group, LLC
2017 - Present (9 years)
AlphaStar Capital Management, LLC
2015 - 2018 (3 years)
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Is active or affiliated with:
Insurance agent
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Bank
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Trust company
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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