Founder & Owner
Robert Just, CFP. Helping clients reach their financial goals since 1988
Rob started out with a large national financial planning and investment firm. After ten years he realized he wanted to stop selling commission-based products and instead wanted to concentrate on fee-only investment management and financial planning. As a fee-only advisor, Rob has true independence to do what is in the best interests of his clients with no propriety conflicts. Thru the years he has started two fee-only investment advisory firms for other organizations before starting Main Street Wealth Management in April of 2019. Rob is well known for helping, educating, and supporting clients as he helps them develop strategic investment plans for their future.
Rob lives in Baldwinsville with his wife Lisa and they have three grown children and three grandsons.
01
Certifications
Certified Financial Planner Board of Standards
Certified Financial Planner (CFP), issued 1996
02
Education
University of Vermont
BS in Business Administration
03
Current volunteer & pro bono work
Greater Liverpool Chamber of Commerce
Board Vice President, Marketing Committee Chairman
Encore Youth Productions
Board Treasurer
Liverpool Dollars for Scholars
Board Member, Chairman of Investment Committee
Baldwinsville PAC-B TV
Board Chairman
Savvy Ladies
Financial Helpline volunteer
Wings for Widows
Volunteer Financial Coach for the recently widowed
Family Reach
Pro bono financial counseling for families fighting cancer
The Prosp(a)rity Project
Volunteer Financial Coach
Rob's philosophy:
People over profits
"Seeing the relief on someone's face when they realize they're not alone in this is so rewarding.
I love working with all kinds of people — teachers figuring out how to manage their retirement savings, people nearing or currently in retirement, widows taking control of their finances — and being part of them achieving their goals."
My guiding principles:
1. Put clients’ interests before anything else
2. Act with honesty and integrity in all areas of life
3. Never lose thirst for knowledge
4. Take pride in the quality of work
5. Give back and invest in my community