A complete list of active advisors currently associated with Mainstreet Advisors, LLC

Warmer can help you find a great advisor at Mainstreet Advisors, LLC or one who fits your needs even better.

MainStreet Advisors, LLC provides portfolio management services to individuals, families, small businesses and non-profit organizations, offering both discretionary and non-discretionary management across exchange-listed stocks, mutual funds, index funds, ETFs and bonds. The firm also provides accounting and tax consulting and its adviser representatives are licensed to sell insurance products, which the brochure identifies as an additional source of compensation. The firm states it employs both fundamental and technical analysis to construct portfolios and tailors allocations to clients’ financial condition and risk tolerance, monitoring accounts on a daily basis and encouraging at least annual reviews. While MainStreet uses percentage-of-assets fees like many peers, its disclosure notes it also accepts fixed and hourly arrangements and invoices clients, and arranges for fee deductions through custodians when authorized. Distinctive elements in the brochure include the combination of investment management with insurance brokerage and accounting/tax consulting revenue streams, and a policy to compensate outside financial professionals for client referrals — arrangements the firm acknowledges can create conflicts and requires disclosure. The brochure also clarifies the adviser is newly formed, had not yet commenced operations when the document was prepared, and reports no disciplinary history.

To learn more about the advisors currently working at Mainstreet Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.