Main Line Financial Advisors is different because we have assembled a seasoned team of multidisciplined experts to advise you as your financial future evolves but our process is also unique. Main Line Financial Advisors knows that sound financial guidance must involve more than simply giving advice on choosing investments and we take a more holistic approach — taking time to understand each client’s unique situation, lifetime goals, and specific needs.
	5 Step Process Whether the goal is to maintain, preserve or create wealth, Main Line Financial Advisors partners with clients of all sizes through a five-step process that can be sequential or occur simultaneously depending on the specific goals and priorities. Tax planning for tax savings Investment planning for potentially greater returns Insurance planning to help protect assets Retirement planning for financial independence or freedom after 55 Estate planning to transfer wealth to intended beneficiaries Principles of Organized Planning Main Line Financial Advisors helps clients organize their complex financial lives. All advisors and assets are consolidated in the same place at the same time making decisions easier to make and portfolios easier to manage. With MLFA, personal investors realize a single platform through which all of financial matters — assets, private documents, financial plans, retirement plans, estate plans and taxes — are manageable and managed well. Main Line Financial Advisors organizes assets, insurance and your financial and estate plans to help simplify, consolidate, and integrate every aspect of your financial future. Various Financial Planning Services Comprehensive Financial Plans Designed to give you a complete financial "physical" by providing a detailed road map to help you succeed, comprehensive financial plans define on-going professional consultation to help you meet your financial goals and objectives.   Focused Financial Plan Specific in-depth analysis of one or two financial areas such as retirement, college funding, tax planning, or estate planning.   Financial Consulting When you need answers to specific questions and want professional financial advice, our financial specialists are available to assist you on an hourly fee basis. Ancillary Services Over the years, Main Line Financial Advisors, LLC has developed a unique understanding of the diverse needs of our existing and potential clients. We maintain relationships with many of the most experienced financial service professionals in the region, prepared to support your personal financial goals and to provide the kind of expertise you need in related fields: • Banking • Property & Casualty Insurance • Accounting • Pension Administration • Legal Services • Third Party Administrators • Payroll Services • Mortgage Brokerage Services Please contact Main Line Financial Advisors today so that we can help you and your family become better prepared for a promising future. Explore our Personal Financial Planning & Wealth Management Services			• Retirement Planning • Financial Planning • Estate Planning & Trust Services • Investment & Wealth Management • Tax & Accounting Services • Financial Goals/Plans • Asset Allocation Strategies • Account Aggregations • Cash flow/Retirement Models • Balance Sheets/Net Worth Statements • Insurance Coverages and Summary • Wills and Estate Planning • Banking and Legal Consultation & more...

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MAIN LINE FINANCIAL ADVISORS
P: 800.266.6532 F: 855.406.9546

BALA CYNWYD 160 Rock Hill Road, Bala Cynwyd, Pennsylvania 19004
MALVERN 101 Lindenwood Drive, Suite 225, Malvern, Pennsylvania 19355
RADNOR 150 North Radnor Chester Road, Suite F-200, Radnor, Pennsylvania 19087
POTTSTOWN 211 East High Street, Pottstown, Pennsylvania 19464

Serving businesses and individuals in Berks, Chester, Delaware and Montgomery Counties.



Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser.

A broker/dealer (BD), investment advisor (IA) , BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s BD, IA, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by BD, IA, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state’s BD, IA, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. We are registered to sell investment products and services in the following states: (AK) Arkansas, (AL) Alabama, (AZ) Arizona, (CA) California, (CO) Colorado, (CT) Connecticut, (DE) Delaware, (FL) Florida, (GA) Georgia, (IL) Illinois, (IN) Indiana, (KS) Kansas, (KY) Kentucky, (MA) Massachusetts, (MD) Maryland, (MI) Michigan, (MO) Missouri, (MS) Mississippi, (NC) North Carolina, (NJ) New Jersey, (NM) New Mexico, (NY) New York, (OH) Ohio, (OK) Oklahoma, (PA) Pennsylvania, (RI) Rhode Island, (SC) South Carolina, (VA) Virginia, (VT) Vermont, (WA) Washington, (WI) Wisconsin, (WV) West Virginia, (WY) Wyoming. Advisory Services through FSC Advisory Corporation are registered in all 50 states.

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