We’d like to invite you to a very personal experience with Main Line Group Wealth Management

The Clients We Serve

Main Line Group Wealth Management, LLC (“Main Line Group”) is an independent investment advisor delivering customized wealth management services to a select group of wealthy individuals, family businesses and some of the most important families in the area.

Who We Are

We serve our clients as a fiduciary – putting clients’ interests first – with transparency and an investment approach based upon a well-grounded, long-term investment philosophy, which is not influenced by market fads or hype.

Our goal is to establish lasting relationships with our clients through trust, open communication, knowledge, and exceptional service.

We understand that you are unique as should be your financial plan. We create your plan after learning about you, your family, your needs, goals, and ambitions, not based on the size of your assets or a computer algorithm.

Whether you are planning for retirement, saving for your children’s or grandchildren’s education, or simply ready to take control of your financial future, we can help.

We strive to create and execute a plan that will put your mind at ease and put the weight on our shoulders while adhering to an exceptional standard – the fiduciary standard.