“Pay to Caesar what is Caesar’s,” don’t pay more.

At The Main Street Group, we pride ourselves on advanced tax-strategies to minimize lifetime taxes.

We combine investment management at Schwab, advanced tax strategies, $350 credit towards a CPA firm, and complimentary basic estate planning.

“It is better to give than receive”

We care about our clients and their questions, which is why we generally set aside two hours for client meetings.

We strive to communicate with clients in a “Main Street” way. Less jargon; more educating.

We encourage clients to give generously in tax efficient ways to heirs, community and their church as they are able. While many clients near retirement find it hard to imagine giving generously, we find that giving in younger years – with prudent planning – can be quite rewarding and accomplish legacy goals most have.

Studies show over 90% of families with more than a million dollars passed on, does not last two generations. Preparing the next generations by giving them money to invest has helped us to break this trend for clients.

We pray for our clients, and have a reverend advisor on staff who is available for prayer.

As a SmartVestor Pro, we have enjoyed serving the Ramsey community since 2015.

Advisors have received many Awards over the years for client satisfaction, retention, and our company’s growth. Including being named a top RIA in the country by Newsweek for 2026*.