The Main Street Group is an independent wealth management firm serving clients from offices in Glen Allen and Fairfax, Virginia. The firm’s services bring together financial planning, investment management, tax optimization, tax preparation, and estate planning, with an emphasis on helping clients pursue financial independence and prepare for retirement. Its approach centers on a client-advisor relationship designed to help people consider their financial goals and plan for the next chapter of life.

The Main Street Group is registered as an investment adviser with the U.S. Securities and Exchange Commission. Client assets are held in custody at Charles Schwab & Co., Inc.; the firm states that it is independent and not affiliated with Schwab. The website invites prospective clients to schedule a meeting and learn about the firm’s planning process. It also provides access to team information, client disclosures, regulatory documents, and account login resources. The firm notes that investment information on its website is for informational purposes, not investment advice, and that past performance does not indicate future results.