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Ruth Goldstein

Advisor at Main Street Financial Group LLC

Updated today
Main Street Financial Group LLC logo

Firm

Main Street Financial Group LLC

Location

Atlanta, GA 30329

Credentials

CFP®, Series 66

Industry experience

17 years

About

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.

Client services

Based on Main Street Financial Group LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Tax prep & filing/estate planning

Expertise

Based on Main Street Financial Group LLC

General retirement planning General tax planning College savings (529s, UTMA, etc.) Long-term care insurance

Fee options

Fixed

Comprehensive financial planning services charged a flat fee of $5,000

Project-based

Financial consulting services charged at $250/hour

Subscriptions

Ongoing financial planning services charged monthly, up to $200/month, negotiable based on complexity

Other

Fee-only: Financial planning: $5,000 flat fee; Ongoing financial planning: up to $200/month, negotiable; Financial consulting: $250/hour

Location

1274 Kittredge Ct

Atlanta, GA 30329

Most active in

Georgia · Texas

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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