Indie RIA managing $163 million joins Carson Partners
Main Street Financial Life Advisors, founded in 1999 by J. Joseph Roman, is based in Moorestown, New Jersey.
Main Street Financial Life Advisors, an independent registered investment advisory firm managing $163 million in Moorestown, New Jersey, has joined Carson Partners.
Main Street Financial Life is headed by J. Joseph Roman, a certified public accountant who founded the firm in 1999 to help clients who wanted a fiduciary investment relationship.
The firm has two other advisers and a staff of other professionals and associates.
[More: Securities America loses top executive to Carson Group]
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