Main Street Financial Solutions, LLC

Main Street Financial Solutions offers personalized investment management, financial planning, and consulting services to individuals, high-net-worth investors, businesses, and retirement plans. The firm uses an academic-based investment approach that focuses on diversified asset classes, mutual funds, and exchange-traded products, while also offering access to independent managers and alternative investments. Clients can choose to have their portfolios managed on a discretionary or non-discretionary basis, meaning the firm can make trades on their behalf or seek approval first. In addition to traditional portfolio management, Main Street Financial Solutions provides comprehensive financial planning covering cash flow, taxes, insurance, estate planning, retirement, and education funding. The firm also assists clients with managing employer-sponsored retirement accounts held away from the primary custodian using specialized platforms. Headquartered in Newtown, Pennsylvania, Main Street Financial Solutions is principally owned by Brett Danko and manages billions of dollars in client assets.