Main Street Associates

We work with every day people to grow million dollar businesses.

Built for Innovators - Plan with Confidence

Financial Planning for Entrepreneurs and Small Business Owners

We develop profound relationships with our clients who are looking to navigate the complexities of small business and family finance. Main Street’s clients benefit by having finance simplified, accessible and guided with dedicated hands.

Grow Profitability - Increase Cash Flow - Build Wealth

Small business owners, across all stages of growth, partner with Main Street to solve their pressing planning needs:

Start-up Success

Main Street helps small business owners stay focused on new business development and illuminate financial blindspots.

Fast Growth

Main Street helps business owners analyze financial performance in a timely and practical way that drives better decisions.

Maturity To Greatness

Advanced planning strategies empower business owners to tackle complex financial needs.

One Integrated Planning Model

With options specifically centered around entrepreneurs and small business owners.

 

Our approach focuses simultaneously on your personal and business goals, never letting one eclipse the other.

Cash Flow

Capital

Taxes

Savings & Investments

Asset Protection

Wealth Transfer

Real-time Financial Reporting

Immediate access to the health of your business with the right financial data.

Put in place performance metrics for each stage of your business model.

Use data-driven insights and forward-looking projections to inform decisions.

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CFO Services

Eliminate the Do-It-Yourself stress of Payroll, Bookkeeping and Tax Reporting.

Design and setup accounting system so that it is scalable and optimized for the way you do business.

Grow your business without losing control while keeping a watchful eye on cash.

ROI Growth Lab

Where financial goals and business decisions meet.

Main Street helps evaluate the Return On Investment when business owners want to experiment with future options.

Business owners are positioned to break through challenges and capitalize on opportunities.

Family Financial Planning

Monitor how resources are channeled between your family and your business.

Cash flow planning for uneven or cyclical revenue cycles.

Implement guardrails to ensure family financial needs are funded.

Exit Strategies and Estate Planning

Business valuation, business succession, and asset transfers.

Eliminate the costly guesswork with a sound transition plan.

Avoid unintended tax and legal consequences when transferring your assets.

Technology

We leverage technology to make your life easier.

See a complete financial picture through a secure client portal and mobile site, whenever and wherever.

As your business and family grow, our planning tools scale with you.

Memberships and Recognition

Financial Planning Association Logo
Official Certified Financial Planner Mark
Foundation For Financial Planning
Quickbooks Proadvisor
Xero, Partner, Certified Advisor

What To Expect

The expertise and resources of a forward-thinking financial planning and advisory firm with a singular focus on empowering the success of your entrepreneurial vision.

Growth Advocates

We stand for the possibilities our clients create for their businesses and their families to reach fulfillment and a better financial life.

Go-to-Advisor

Can you be an entrepreneur by yourself? – Absolutely.

Should you do it by yourself? – Probably Not.

Fiduciary

A fiduciary is obligated to act in the best financial interests of the client.

All CFP® professionals providing financial planning services are held to the duty of care of a fiduciary.

Straight Talk

Jargon-Free and Guru-free.

Direct answers to your financial questions.

Real accountability, Real Action, Real Results.

Schedule a Free Discovery Meeting Now

The one wish we always hear from our clients’ about working with Main Street …

“I wish I started earlier”…

Schedule a Free Discovery Meeting Now!