Our Story

Unwavering dedication to our clients, an independent spirit and an investment approach rooted in academia are what set MainLine Private Wealth apart and what define us as an organization.  Formed by the leadership of MainLine Investment Partners, our firm seeks to provide individuals and families with truly client-centered, comprehensive wealth management services.

As a registered investment adviser, we are required to meet rigorous fiduciary standards not imposed on unregistered financial planners or broker-dealer representatives.  Our firm has been at the forefront of the industry’s shift toward fee-based advisory services and open architecture investing.  Coupled with our technical expertise, state-of-the-art reporting systems and – most importantly – our personal commitment to you, the client, MainLine Private Wealth sets itself apart from the competition not only in terms of what it promises but also in terms of what we actually deliver to our clients.

We learned long ago that each client is unique, with different investment objectives, time horizons and personal needs, and require a personalized approach to investment advice in order to be successful over the long term.  Our investment professionals meet with you and together build a customized investment solution that draws upon our industry knowledge and depth of experience.

Our team of professionals is experienced in all aspects of financial services; from working with individuals and families as well as non-profits, 401k plans, trusts, profit sharing and defined contribution plans.  Our suite of services includes institutional asset allocation and management, detailed financial planning, cash flow analysis, as well as high-level estate, charitable, and tax planning endeavors.  Finally, MainLine Private Wealth provides some of the most sophisticated reporting in the industry.

We understand that choosing an advisor can be overwhelming.  MainLine Private Wealth will partner with you to provide clear, concise information that will empower you to make well-informed, educated decisions about your financial life.  Together, we will help you achieve the peace of mind that comes from trusting that your advisor understands your needs and will help you reach your goals.

 

YOUR TRUSTED ADVISOR

MainLine Private Wealth was founded on the ideals of trust and integrity, so you can always count on us to be the advisor who sits on your side of the table.