MainStreet Financial Planning, Inc.

MainStreet Financial Planning, Inc., is a national fee-only, project-based, financial planning firm. There is no minimum of assets or income required to work with our financial planners, as we don't manage investment accounts or sell financial products. Our entire focus is to help our clients build a path to Financial Independence.

With our new Money Roadmap program, we help you build a financial plan that helps you get from where you are to where you want to be. Our process is collaborative and we work with you over time to help you design your own Money Roadmap that guides you through potential risk traps, and the many roadblocks you may encounter along the way to achieve your biggest life goals.

Our financial planners have expertise and experience to help clients in all phases of life:

-New Start: Single & Millennials
-Starting/Growing a Family: Mid Career; Dual Income Households, with Children
-Nearing/In Retirement: Late Career

Our Mission is to help you make Smart Financial Decisions!

Let's work together!


Advisors at this Office

Advisors at Other Firm Offices


This Office

340 Lorton Ave Ste 215 Burlingame, CA 94010-4126 Phone: (888) 897-6743 Fax: (805) 267-3001

Primary Office

1113 Odenton Rd Ste. 2C Odenton, MD 21113-2903 Phone: (888) 897-6743 Fax: (805) 267-3001

Other Offices

116 W 23rd St Fl 5 New York, NY 10011-2599 Phone: (888) 897-6743 Fax: (805) 267-3001
340 Lorton Ave Ste 215 Burlingame, CA 94010-4126 Phone: (888) 897-6743 Fax: (805) 267-3001
1775 Eye Street, NW, Suite 1150 Washington, DC 20006-2424 Phone: (888) 897-6743
1230 Coast Village Cir Ste K Santa Barbara, CA 93108-3752 Phone: (888) 897-6743 Fax: (805) 267-3001