Areas of Practice
Tax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
45 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$57.0M
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Location

212 W. Route 38, Suite 600, Moorestown, NJ, 08057

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Elizabeth is a Director of Tax at Roman & Kulpa, LLC, a CPA firm, since September 2024. This is a full-time commitment and occurs during securities trading hours.

Employment History
Current Registrations
Main Street Financial Life Advisors, LLC
January 2025 - Present · 1 yr 1 mo
Cwm, LLC
January 2025 - Present · 1 yr 1 mo
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.