Solutions We Offer

The “Family Office” concept has its roots in the 6th century, but was modernized when the families of JP Morgan and the Rockefellers founded their own Family Offices in the 1800’s. The idea was to create a team that provided strategic planning, and financial and legal services all in the same office. Family Offices are even more prevalent today, but are mostly restricted to the ultra wealthy. We believe everyone deserves this level of service and endeavor to bring the Family Office to Main Street.

What We Offer

What we do is unique from other advisory firms. Our innovative and transparent methods are very different than what your experiences have been with Wall Street. In short, we have a very holistic approach: essentially a “one-stop-shop,” and are able to help you with taxes, estate planning and all types of insurance (including home and auto). We even help our clients with real estate. But our magnum opus is our proprietary approach to investment management. It is truly what sets us apart.

Why Work With Us?

We have a Fiduciary Responsibility to our Clients

Not only are we bound by law to act in your best interests, but we also endeavor to always do the next right thing.

We are Independent

Our advisors have no sales managers, quotas or proprietary products.

Our Services are Holistic

Our many services are integrated and work together to provide a more secure financial future.

As an independent financial firm, our team is positioned to help you reach your financial goals.

Your Goals Are Ours

We design financial strategies that help accomplish three key goals:

Growth Opportunities

“Will I run out of money?” This is the top concern we hear from new clients. Our retirement income strategies can help you feel confident that your money will last as long as you need it. These strategies include annuities, investments, IRA/401(k) rollovers and other wealth management opportunities.


The closer you are to retirement, the less risk you should take on. We can incorporate products and services that help preserve what you have. We do this through life insurance, tax-efficient strategies, long-term care strategies and IRA legacy planning.


You want to create a legacy that lives on after you’re gone. We work closely with attorneys and tax professionals to help you organize your giving strategy, helping you with trusts, probate, charitable giving, estate planning and tax planning.

How can we help you?

Financial products should never be bought or sold based on individual features, but rather as part of a financial plan. We can help provide a customized, comprehensive financial plan that is in line with your risk tolerance and will help you achieve the future you’ve wanted.

Offered by Main Street Advisors, LLC & Main Street Investment Management, LLC

Whether you want to provide for your loved ones, emergency relief, asset protection or principal protection and lifetime income, we can help find the right product for your unique situation. Insurance products can also play a vital role in creating tax-free income in retirement.

Offered by Main Street Advisors, LLC

As a fiduciary, fee-based Registered Investment Advisor, we manage clients’ investments with an emphasis on low-cost, defensive strategies to minimize risk of loss and create a greater probability of success.

Offered by Main Street Investment Management, LLC

Your assets (and your business’ assets) are a big part of your life – that’s why we work hard to provide the right coverage, at the best prices, to protect the things that are important to you.

Offered by Main Street Advisors, LLC

Facilitated Through Strategic Alliances. We work with a team of CPAs, attorneys and specialists to help businesses and high net worth families minimize taxes, reduce expenses and eliminate risks. With our strategic alliances, we can help handle all aspects of accounting needs, estate planning, compliance and business decisions.

Offered by Advanced Planning Specialists, LLC

Whether you need a mortgage for your first home or are hoping to learn more about the benefits of a reverse mortgage, we can give you the information, tools and resources you need to get started.

Offered by Main Street Loans, LLC | Bobby D. Hinkle, NMLS #508386

Maybe you’re looking to downsize, you’re searching for your dream home, or perhaps you just need help managing your investment properties – regardless of your real estate needs, we can help!

Offered by Main Street Real Estate, LLC | Christi A. Hinkle, Realtor® - Whittington Realty

A powerful tool that simplifies your financial life, keeping track of all your accounts, all in one place – your new financial home. Securely store important documents, such as trusts, life insurance policies and tax returns and access these anywhere you have an internet connection. Client Portal provides the transparency you deserve.