Pledge to Our Clients

Main Street Private Advisors views each client as a partner. We partner with you in an effort to help you achieve your financial goals and realize the dreams you have for yourself and your family.

These are the things you can expect when you partner with Main Street Private Advisors:

Concierge Service

We will always do our best to make your experience with us as positive as possible. You will be treated with the utmost level of courtesy, patience, and respect. You can expect us to take whatever time is necessary to explain things in a way that you will understand. We believe that the only “stupid question” is the one that doesn’t get asked. As “advisors” we are passionate about advising and coaching you as opposed to selling products to you.

Confidentiality

We must and will adhere to the highest level of confidentiality with any and all information you provide to us as dictated by FINRA, the SEC, and all state and regulatory bodies. As an Registered Investment Advisor we are held to the highest fiduciary standard which means putting our clients’ interests ahead of our own.

Highly Personal Relationship

We strive to speak to all of our clients a minimum of once per quarter.  We will do face -to-face meetings at your home or at our office and we will do Conference Calls as well.  We will do whatever is preferable to you.    In addition to our quarterly calls you will be called whenever we spot something that needs attention.  We also make a habit of calling our clients just to touch base and see how things are going.  Of course we are always available whenever you need us.  Our clients have our cell phone numbers as well as our work numbers so we are easily reachable.  Calls will be returned as soon as possible.

Transparency

Partnering with Main Street Private Advisors assures you that you will always know what the total costs are for managing your portfolio. There will not be surprise charges or hidden fees. 

Reporting

You will receive regular reporting in either paperless or paper fashion depending upon your preference. We are always happy to walk you through any portion of any statement that you don’t understand.