Welcome to a firm that provides advice, not sales...

MainStreet Financial Planning (MSFP) is a fee-only, project or hourly practice. We are based in Odenton, Maryland with additional offices in Washington, DC and Santa Barbara, California. MSFP does not sell products or manage money. The firm solely provides advice. Our most frequent client categories are newly married couples usually with small children, 50'ish couples contemplating retirement and college funding, independent women, unmarried or non-traditional couples, business owners and non-profit organizations.

Founder Jim Ludwick, and Anna Sergunina, both CERTIFIED FINANCIAL PLANNER^TM professionals, provide a wide range of comprehensive or a la carte services for individuals, families and employers including non-profit organizations. This includes financial planning, investment advice, real estate advice, insurance advice, and seminars for employees along with individual counseling sessions at the work site.