Certified Financial Planner™ for Retirement & Wealth Planning

Our Firm

At North Main Financial Group, we believe financial planning should be personal, practical and built around your life — not a one-size-fits-all strategy. Our team provides comprehensive financial planning and investment management designed to help individuals, families and business owners make informed decisions and pursue their long-term financial goals.

From preparing for retirement and managing investments to navigating major life transitions and planning for the future, we take the time to understand what matters most to you and build a strategy around it.

Serving clients around the country, with offices in Cornelius, NC, and Pittsburgh, PA, our team is committed to proving thoughtful guidance, personal service, and an ongoing relationship you can rely on.

Have questions about your financial future or wondering where to start? We would enjoy hearing from you.

Learn more

Our Approach

At NMFG, we are committed to meeting our clients at their point of need.
No two clients are the same, so our focus is tailored to each individual need.

We believe that as we have a relationship with clients, they understand that our commitment is not dependent upon the amount of assets they may have - rather, the focus is on managing well what has been entrusted to them.

At each place in our financial lives, we have different desires & goals. Whether it is managing through retirement, saving for a child's college expenses, managing tax exposure, or any other financial need, NMFG will use each of the faculties at its disposal to strive to provide the highest quality information, service, and vehicles to assist you in that journey.

The core of what we do is centered on relationship. Relationship comes with trust. We want to be your trusted partner within your financial life.

Learn more