Our Strategic Partners

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,*supporting nearly 29,000 financial advisors, and approximately 1,100 institution-based investment programs and 570 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
 

View Website https://www.lpl.com/about-us.html

_{*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2025); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.}

By affiliating with Private Advisor Group, one of the leading Registered Investment Advisor firms in the country, I am connected to a nationwide community of financial professionals. This provides me access to well-respected services and resources, which includes:

• Specialized tools to support planning, research, tracking progress, and making changes to help you navigate and have transparent insight into your financial journey.
• A dedicated compliance team to consult and aid in meeting fiduciary obligations and my commitment to acting in your best interests.
• Sophisticated technology to power financial planning, market insights, and practice management, allowing us to serve you efficiently and effectively.
• Consulting and growth programs to expand the range of innovative services to support your goals.
• Practice protection creating paths for business continuity and succession planning to lessen chances of service disruption.

ClearView also has access to flexible custodian platforms (essentially where your investments are held) which encompass: LPL Financial, Fidelity, Charles Schwab, BNY Mellon | Pershing, and Interactive Brokers. These providers help in safeguarding assets, while also providing related administrative services such as settlement of purchases, tax and account record keeping, monthly statements, confidentiality, data integrity protections, and more.

Performance and Industry Recognition:

For more information, visit privateadvisorgroup.com

Main Street Wealth Management is a boutique, independent, partner-owned firm based in Bedminster, NJ. 

As a partner, Robert collaborates with a team of certified and highly experienced financial planners to expand capabilities for individuals, families, and business owners. With $1.77 billion in total assets under management and 12 professionals averaging over 24 years of industry experience, the firm delivers deep expertise with a personal touch. This partnership allows Rob to enhance client value through trusted relationships, clear communication, and a shared commitment to long-term success.