Commissioner: Remaining prison strikers terminated
A featured story from the MSFS News & Research desk.
Main Street Financial Solutions
For All You Value.
We take time to understand what you value most to become a trusted partner — helping you protect what matters most and move forward with confidence.
~$2B
Assets under management
1,700+
Client households
10+
States served
25+
CFP® professionals
2002
Founded
Strategic Alliances
The platforms behind our practice.
We believe in providing practical, top-tier resources to enhance the investment experience for our users.
The Firm
Financial planning, investment management, and risk management — tailored to your life.
We provide financial planning, investment management, and risk management, all tailored to your needs and preferences, putting our expertise to work for your future.
01 / Fee-only RIA
Advice, aligned with your interests.
An SEC-registered fee-only Registered Investment Advisory firm. No commissions on advice. No hidden incentives.
02 / Fiduciary standard
Held to the highest bar.
With the RIA distinction, we’re held to fiduciary standards — always required to act in the best interest of our clients, disclose material facts, and treat every client fairly.
03 / Long-term relationships
More than advisors.
We foster long-term relationships, treating our clients like family — and building plans that last across generations.
Our Services
Strategy for every season of financial life.
A comprehensive practice of planning and investment services — each one integrated into a plan built around your goals.
Planning & Investment
Group 01Financial Planning
Clarity and strategy for your complete financial life.
Investment Management
Disciplined, goal-based investing rooted in long-term strategy.
Retirement Planning
Personalized retirement planning to support your future goals with flexibility.
Protection & Legacy
Group 02Insurance Planning
Customized insurance strategies to protect what matters most.
Estate Planning
Comprehensive estate planning to preserve your legacy and protect your wishes.
College Savings
Integrated college savings planning aligned with your full financial strategy.
Business Planning
Group 03Business Planning
Strategic planning for business growth, exit readiness, and personal financial success.
Our Process
Connect. Understand. Implement.
A transparent partnership, deep financial insight, and seamless execution of a tailored strategy to achieve your goals.
-
Connect
A personalized, no‑obligation conversation to learn about you and your aspirations. One of our fiduciary advisors will listen to your goals, concerns, and timeline — ensuring every recommendation is made with your best interests in mind.
-
Understand
We dive deep into your financial picture — assets, liabilities, cash flow, tax considerations, and estate‑planning needs — and explore your values, risk tolerance, and long‑term objectives to craft a fully tailored strategy.
-
Implement
We coordinate investment allocations, insurance placements, and estate‑planning documents through trusted custodians and legal partners — then establish a regular review cadence so your plan adapts alongside life’s changes.
Nationwide
MSFS advisors across the country.
A national network of CFP® certificants and financial advisors — from Newtown, Pennsylvania to offices in 9+ states.
22+
Office locations
9+
States served
1,700+
Client households
All locations
MSFS offices & advisors
21 locations · click a row to view on map
Home Office (Newtown, PA)
Advisor Office
Our Team
A team held to a fiduciary standard.
With the RIA distinction, Main Street Financial Solutions is held to fiduciary standards, which require us to always act in the best interest of our clients, disclose material facts, and treat each client fairly through every aspect of the advisory relationship.
News & Research
What we’re reading and writing.
Commentary, market notes, and research from the MSFS team.
Mar 11, 2025
2 children, 2 adults hospitalized after rollover crash on I‑75 SB near I‑675
Finance News
Mar 11, 2025
State declares CO strike over
Finance News
Jan 21, 2025
The Role of Blockchain Technology in Finance and Beyond
Crypto Insights
Jan 21, 2025
Analyzing Cryptocurrency Market Trends: Tips for Successful Trading
Market Analysis
Contact
To get a conversation started, please use the contact button below.
We take the time to understand your unique situation and serve as your trusted partner to ensure you never lose sight of your financial goals.