Hourly as-needed financial planning and advice

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, Santa Barbara, California, Burlingame, California, and New York City. MSFP does not sell products or manage money. The firm solely provides advice. For those at a distance we use Skype and other online tools to save time and money.

Founder Jim Ludwick, and Anna Sergunina, both CERTIFIED FINANCIAL PLANNERTM 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.

We charge a $100 fee for an initial meeting, refundable if we are hired.

Social Security Webinar, July 27th: Click here   

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Contact Us
Maryland office
2327 Sandy Walk Way
Odenton, MD 21113
Tel. 410-695-1556
D.C. office
1425 K St., NW, Suite 350
Washington, DC 20005
Tel. 202-448-9032
So. Cal. Office
1230 Coast Vil. Cir., Ste. K
Santa Barbara, CA 93108
Tel. 805-277-4782
No. Cal. Office
340 Lorton Ave., Ste. 215
Burlingame, CA 94010
Tel. 415-562-4678
NYC Office
116 W. 23rd St., 5th Floor
New York, NY 10011
Tel. 917-310-5460
Email:     Fax: 805-267-3001
Garrett Financial Planning Network