Welcome to Main Street Advisors, a fee-only investment advisory and financial planning firm in Carroll County, Maryland within the heart of Westminster. Our firm is unlike most other investment advisory firms. Main Street Advisors acts as a fiduciary, we sell no products and accept no commissions. Our clients receive advice unblemished by the conflicts of interest that have plagued the large, well-known Wall Street firms.
Meet Main Street Advisors and hear what we have to say about the services we provide, the clients we work with and what sets us apart from other advisors. Main Street Advisors, LLC was formed in 1999 by owner and President, David Richard Peloquin, CFP with over 30 years of experience in the financial industry.
Meet Main Street Advisors and hear what we have to say about the services we provide, the clients we work with and what sets us apart from other advisors. Main Street Advisors, LLC was formed in 1999 by owner and President, David Richard Peloquin, CFP with over 30 years of experience in the financial industry.
Services
Our philosophy is rooted in our beliefs. We believe it is our duty to honor our "fiduciary oath." We believe it is our duty to have a solid understanding of our clients. They come to us with pre-determined biases, concerns, goals, needs, dreams and financial tendencies. Some of these will change over time and some will not.
Main Street Advisors, LLC is a completely independent, fee-only Registered Investment Advisor firm based in Westminster, MD and registered with the states of Maryland and Pennsylvania. We provide financial planning and investment advisory services to individuals, families, trusts, estates, and corporations in the greater Maryland-southern Pennsylvania area.
Main Street Advisors, LLC was formed in 1999 by owner and President, David Richard Peloquin, CFP with over 30 years of experience in the financial industry, coupled with his strong commitment to always placing client's interests first, Main Street Advisors has become an indispensable fixture in the lives of those served.
You've been in the workforce for quite some time and continue to grow your wealth. You have questions relating to properly preparing for retirement, investing mix and allocation, ROTH vs. traditional and more. You are either starting to or not far from living off your retirement income.
You have questions relating to Social Security claiming strategies, Medicare options, tax strategies, estate planning, how the timing of certain goals will effect your overall retirement projection and more.
You have questions relating to Social Security claiming strategies, Medicare options, tax strategies, estate planning, how the timing of certain goals will effect your overall retirement projection and more.
Main Street Advisors, LLC highly recommends all of the following information sources. We keep informed by regularly reading the magazines, newsletters, newspapers and associated web sites and have enjoyed the books. The Alternative Investor: The Nontraditional Investments That Drive the World's Best-Performing Portfolios.
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Michael Dobransky
Oct 09, 2020
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