ABOUT
We value
what you
value.
At MainStreet Financial Advisors, we help align the complicated financial world with each client’s daily life, goals, and priorities. Our relational approach is an important part of our work; we believe it’s a critical component of developing comprehensive strategies that creates peace of mind for our clients. Our team’s vetted process, developed and practiced for over 35 years, is designed with our clients best interests in mind.
Our Vision
Our financial services are holistic and transparent. We learn the client’s objectives, map pathways, track progress, and make adjustments as they become necessary. This process enables our clients to successfully navigate both the foreseen and unexpected seasons of life.
Our Guiding Principles
Relational
Holistic
Clarity
Whole Person
Diligent
Grateful
Alignment
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, FL, IL IN, MI, NC, OH, SC, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.
Family Wealth Counseling services offered through Kardia Midwest Family Wealth Counseling, LLC, a Registered Investment Advisor to residents of Michigan. Cambridge, MainStreet Financial, and Kardia Midwest Family Wealth Counseling are not affiliated.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, MainStreet Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, FL, IL IN, MI, NC, OH, SC, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, MainStreet Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.