The Main Street Group Email Format

Financial ServicesVirginia, United States11-50 Employees

The Main Street Group is a Virginia-based financial services firm offering estate planning, investment advisory, and wealth management services. Headquartered in Glen Allen, it runs offices in Richmond, Lexington, Lynchburg, Fairfax, and Williamsburg, giving it a regional presence within the state. The firm prioritizes developing relationships with clients before discussing money matters, seeking to understand each client’s goals to shape a tailored financial roadmap.

Operating in the financial services industry, the company serves individuals and families seeking comprehensive planning and guidance for their finances. Securities are offered through LPL Financial, while asset custody is handled by LPL Financial and Charles Schwab & Co., Inc.—entities that operate independently of The Main Street Group. The organization describes itself as a small-to-mid-sized practice, reflecting its regional focus and local staffing.

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