Main Street Advisors, LLC

Main Street Advisors, LLC We are a fee-only registered investment advisory firm located in Westminster, MD serving individuals Our philosophy is rooted in our beliefs.

Welcome to Main Street Advisors, a fee-only investment advisory and financial planning firm in Carroll County Maryland within the heart of Westminster. We provide services focused in these primary areas: Retirement and Financial Planning, Investment Planning, Tax Planning, Education Planning and Estate Planning. We believe it is our duty to honor our “fiduciary oath.” We believe it is our duty to

have a solid understanding of our clients. They come to us with pre-determined biases, concerns, goals, needs, dreams and financial tendencies. Some of these will change over time and some will not. As a result, we are vigilant in our responsibility to explore who are clients are and what they aim to achieve.

An increasing life expectancy is causing some changes in retirement planning.
06/01/2026

An increasing life expectancy is causing some changes in retirement planning.

People are living longer nowadays. According to the Centers for Disease Control and Prevention (CDC), the average life expectancy at birth in 2024 was 76.5 years for males, 81.4 years for females, and 79 years for both sexes. But these averages don’t tell the whole story. Medical advances mean mor...

Medium-sized towns that are attractive to retirees.
05/28/2026

Medium-sized towns that are attractive to retirees.

Medium-sized towns have populations between 20,000 and 49,999 people. Top medium-sized towns for retirees are found in Alaska, Florida, Iowa, Maine, New Hampshire, Pennsylvania, Texas, and Virginia.

Learn about the small hitch causing concerns in the 529 sphere.
05/22/2026

Learn about the small hitch causing concerns in the 529 sphere.

A law requires the rollover money to have been in the 529 for at least 15 years. But it isn’t clear what happens if you change the account’s beneficiary.

Retirees need to be aware of stealth taxes.
05/21/2026

Retirees need to be aware of stealth taxes.

Congress continues to pile Stealth Taxes on taxpayers. Retirees and near-retirees are the taxpayers snared most often by the Stealth Taxes.

Have you reviewed your estate planning documents lately?
05/20/2026

Have you reviewed your estate planning documents lately?

A family’s fight over a retirement account shows the pitfalls around updating beneficiary information

Mid-year is a great time to determine if you can add more to your retirement plan.
05/19/2026

Mid-year is a great time to determine if you can add more to your retirement plan.

This may be a good time to make sure you are on track to meet your annual contribution goal.

Learn the math behind some common financial questions people have. The right choice for you may be different than the ri...
05/18/2026

Learn the math behind some common financial questions people have. The right choice for you may be different than the right choice for someone else based upon your goals, risk tolerance, and preferences.

There is simple math behind figuring out how to juggle multiple important goals

Learn how the U.S. became such a prominent energy exporter.
05/14/2026

Learn how the U.S. became such a prominent energy exporter.

The shale boom and wars in Ukraine and Iran have transformed the U.S. into a global energy powerhouse.

Various sources commonly used for emergency cash purposes.
05/13/2026

Various sources commonly used for emergency cash purposes.

What if unanticipated expenses exceed your emergency reserves? You have options, and here they are from most palatable to least.

Learn more about qualified charitable distributions.
05/12/2026

Learn more about qualified charitable distributions.

Tax efficient donations means coping with an alphabet soup of RMDs and QCDs.

Address

205 E. Main Street
Westminster, MD
21157

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Main Street Advisors, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Main Street Advisors, LLC:

Shortcuts

Share

Category