Welcome toThe Main Street Difference

At The Main Street Group, we pride ourselves on offering a you-first experience that’s unlike anything else in the industry. From a suite of solutions tailored to overcome any financial hurdle to raved-about client events to cutting-edge (and investment-simplifying) tools, everything we do is designed for one thing: putting you and your retirement dreams first.

Learn more about what makes The Main Street Group the client-focused firm!

Client
Enlightenment Events

We offer our clients and their guests an array of can’t-miss classes and seminars on critical topics like:

Medicare
Long-term care
Caregiving
Cooperative divorce
The Affordable Care Act
Financial solutions
Model portfolios
Asset allocation
Probate
Estate planning

Client
Appreciation Events

Our clients are everything. That’s why we like to say thank you with a packed schedule of gatherings, including seasonal celebrations, sporting events and wine tastings! Here’s a glimpse of some of our most popular events:

Lunches at selected restaurants
In-office lunch and learns
Author and the Artist series
Ladies Valentine’s Day luncheon
Lewis Ginter Botanical Gardens tour
Flying Squirrels game at The Diamond
Historic Garden Week at Agecroft
Handgun shooting at Colonial Shooting Academy
Fridays on the patio at James River Cellars
Classics on the green at New Kent Winery
Christmas parties in Richmond and Lexington
Garden and mansion tour at Maymont

Technology

We research, review and test the latest investment technology to ensure our office is running at peak efficiency. Here are the platforms and tools we use to help you realize your retirement dreams:

MoneyGuidePro:

Collaborative internet-based financial planning software designed to help you implement and maintain a financial strategy.

eMoney:

Financial planning program that allows account aggregation for all of your holdings. eMoney is an independent company and is affiliated with Fidelity Investments.

WealthScape:

Kestra Investment Services’ client management and trading program.

Schwab Alliance:

Schwab's account management, money movement and trading program for investors.

Independence

For over 30 years, we’ve been a fiercely independent firm. During that time, we’ve developed procedures, processes and strategies that are designed to meet the needs of our clients, not the bottom line of a parent company.

Real World Investment Experience

Led by our CEO, Steven Crawford, a 40-plus year veteran of the financial services industry, our advisors have vast and varied backgrounds, including working during the market corrections of 1987, 2000 and 2008. These experiences affect every part of our firm, from our leadership to our operational team to our reception staff.

The professionals at The Main Street Group possess thorough knowledge of the industry to ensure you have a guide on the path to retirement, whatever your financial goals may be. Designations held by members of our staff include:

Certified Financial Planner (CFP)

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Chartered Financial Analyst (CFA)

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Chartered Financial Consultant (ChFC)

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Life Underwriting Training Council Fellow (LUTCF)

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Chartered Retirement Plans Specialist (CRPS)

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Chartered Retirement Planning Counselor (CRPC)

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Masters of Business Administration (MBA)

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Chartered Life Underwriter (CLU)

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Professional Plan Consultant (PPC)

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Certified Fund Specialist (CFS)

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Certified Divorce Financial Analyst (CDFA)

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Strategic Partners

We’ve carried our service model even further by developing relationships with allied professionals who assist in areas beyond investing:

Small business corporate attorney
Home health care provider
IRS intervention
Life and disability income
Small Business Administration coordinator
Consultative divorce counselor
HYBRID RIA
CPA for tax planning
Tax preparation
Attorney for wills and trust agreements
Long-term care planning
Medicare advice
Mortgage loan officer

READY TO EXPERIENCE THEMAIN STREET DIFFERENCE?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 804.270.4470

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