Indie RIA managing $163 million joins Carson Partners

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]

The post Indie RIA managing $163 million joins Carson Partners appeared first on InvestmentNews.

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