Originally founded in 1999 to provide Investment Advisory services to clients of our affiliated CPA firm, we have continued growing as an Independent Fee-Only Advisor providing investment advice, not investment products.  

As an SEC Registered Investment Adviser (RIA) to many high-net-worth individuals in New Jersey and across the country, the core of our Main Street philosophy is to preserve and enhance our clients' wealth and to provide them with a successful investment experience. The firm independently and objectively manages over $70 Million of investment assets (as of December, 2008) for it's clients in addition to making available Personal Financial Planning, Tax and Family Office Services to individuals, businesses and trusts through its affiliation with Roman & Company, LLC Certified Public Accountants & Consultants.

Many investment professionals - like stock brokers, insurance agents and even some financial planners - make their money on sales commissions each time they make a trade. Some are compensated in the form of loads and other charges for selling  specific investment products. In contrast, the only incentive for MSIA is to make your portfolio grow and to provide you with a successful long-term investment experience. As a fee-only firm, we collect no commissions on trades. We are paid strictly on a fee basis (either as a small percentage of assets under management or hourly rates) - no quotas, no proprietary products, and no conflicts of interest.

Our mission is to provide independent and objective Investment Advisory services to new and existing clients from Wall Street to Main Street with a promise that:

We hope that you find the site valuable enough to bookmark it as one of your favorites. We recommend that you take advantage of the many features that we provide, such as the Account Aggregation feature. We hope that the site will further your awareness of how our business works and the services we provide.