Main Street Financial Life Advisors, LLC® Joins Industry Leader Carson Partners
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OMAHA, Neb., March 17, 2021 /PRNewswire/ Main Street Financial Life Advisors, LLC
®, an independent investment management and financial planning practice with more than $163 million in assets under management is the latest firm looking to accelerate its growth and better serve clients by joining Carson Partners. Located outside of Philadelphia, Pennsylvania, in Moorestown, New Jersey, Main Street Financial was founded by J. Joseph Roman, CPA/PFS, MST, Managing Director, Senior Wealth Advisor, in 1999 as a tax partner of a local CPA firm whose clients sought an alternative to the traditional broker/dealer commission-based relationships which were common at the time.