Main Advisory, Inc., is a wealth management firm. We offer individualized service with a personal touch.
Our clients value the open lines of communication and approachability of our firm. We are responsive to unpredictable, random and routine needs that arise.
We care about our clients’ personal futures, as well as their financial investments.
We specialize in financial planning as well as investment management. We help you navigate through life’s changes, including:
- Career transitions
- College planning
- Death of a spouse
- Marriage or divorce
- Birth or adoption of children
- Building Relationships
We treat our clients like family. Just as a strong family unit is a symbol of success, we measure our success by strong client relationships.
We offer the knowledge and expertise of a much larger firm, without the cold, “just another number” experience. We provide personal attention and the nimble turnaround required to meet our clients’ life circumstances.
We care. We take the time to get to know each client, listening with our ears and our hearts, to create tailor-made strategies and financial plans.
Many of our clients are second and third generations of the families that we first served.