Broker Check

Who We Are
About Us

Our Story
A Local Name
On Main Street.

Main Street Wealth Advisors was founded on the belief that exceptional financial advice begins with putting clients first. Our roots date back to 1993, and over the years our team has grown through the addition of experienced advisors who share a common philosophy of comprehensive financial planning, disciplined investment management, and personalized service.

Timeline
Our Timeline

Following the 2008 financial crisis, our founders came together to create Main Street Wealth Advisors with a clear vision: build an independent firm dedicated to helping clients pursue their financial goals without compromising on service or integrity. Since then, we have continued to expand by bringing together talented professionals and like-minded practices, including the merger with Personal Financial Planning, whose history of serving clients dates back to 1982.

Today, Main Street Wealth Advisors combines decades of experience with a collaborative team approach, providing continuity, thoughtful guidance, and long-term relationships designed to serve generations of families.

1993

John C. Grant establishes his practice with Shearson Lehman.

2004

Daniel P. Hoffman merges his Edward Jones practice to form the Grant-Hoffman Team.

2010

Main Street Wealth Advisors is founded.

2016

Brent K. Williams becomes a Partner.

2022

Personal Financial Planning merges with Main Street Wealth Advisors.

Meet The Professionals
The People Behind
Your Plan.

“Investment management gets you in the game. Trusted advice helps you stay in it, navigate life's challenges, and turn financial success into lasting significance. According to Russell Investments’ most recent “Value of an Advisor” study, Advisors create measurable value through:

  • Keeping clients invested and avoiding emotional mistakes (2.47%),
  • Personalized wealth planning (1.13%),
  • Tax-smart planning (0.97%), and Strategic asset allocation (0.30%), for a combined estimated annual value of 4.87%.”
Daniel Hoffman

Daniel P. Hoffman, CRPC® 

Founding Partner, Wealth Advisor & Investment Strategist

“True wealth isn't measured by the returns you earn—it's measured by the confidence you gain knowing every financial decision is aligned with your life's purpose. My job is to help you make wise decisions when emotions say otherwise.”

Daniel von Koschembahr

Daniel T. von Koschembahr

Wealth Advisor & Investment Strategist

“Every family has a unique story. Great financial planning isn't about finding the perfect investment—it's about creating a strategy that protects your family, preserves your legacy, and grows with every chapter of your life.”

Brent Williams

Brent K. Williams, CRPC®

Partner, Wealth Advisor & Investment Strategist

“Markets will always change. Principles don't. We build portfolios with discipline, diversify with intention, and stay focused on the goals that matter most—because success belongs to those who remain committed to the plan.”

Julie Nadeau

Julie M. Nadeau

Client Services Associate

Julie Nadeau is Main Street Wealth Advisors’ Client Services Associate. Julie has spent much of her career helping various organizations serve their customer base to their fullest. Her last few years have been serving communities in...

Tristan Fujita

Tristan Fujita

Wealth Advisor & Investment Strategist

“It's not just about what you earn—it's about what you keep. Thoughtful tax planning, intentional investing, and smart decisions today can create opportunities that last for generations.”

Let's Build Your Plan,
Together.

Ready to align your wealth with your life's purpose? Reach out to our team today to start crafting a personalized financial strategy that protects your family and preserves your legacy.

Let's Talk