Main Line Financial Advisors, LLC started life as a complete tax planning firm in Narberth, Pennsylvania. As we branched out geographically and with more diverse and comprehensive financial services, MLFA never forgot our core competency and today, tax preparation and advisement remains an integral part of our "big picture" approach. Main Line Financial Advisor's accounting department is a professional, full service division serving widely diversified businesses and individuals. In fact, many of the clients for whom we partner on comprehensive advisement and investment services started out as clients for our tax preparation and planning services.
	Customized Consultation MLFA's tax and accounting services are tailored to the needs of each client, from small to mid-size businesses and non-profit organizations, to individuals who need tax and estate planning. Consistently careful and concerned with every nuance of your tax life, Main Line Financial Advisors makes your burden bearable by focusing on the details. We undertake a systematic analysis of new client's complete financial life in an effort to improve the way that they are used to dealing with accountants. Main Line Financial Advisor's integrated approach and big picture planning creates synergy between your goals and the requirements of the government. Have you ever been advised to “Check with your CPA” before investing? Most brokers and investment advisors are precluded from providing tax advice, but at Main Line Financial Advisors, you're supported by a team of experienced Certified Public Accountants, expressly qualified to advise you on how certain financial decisions can positively or adversely affect your taxes and your overall wealth goals. Main Line Financial Advisors offers a wide range of tax-optimized financial solutions that are customized to meet your unique needs and objectives. These solutions help you accomplish three main goals: Enhancing wealth Preserving wealth Transferring wealth To reach those goals, Main Line Financial Advisors — the complete tax and accounting practice — is positioned to offer comprehensive tax planning services supported by years of experience and underscored by our holistic financial planning approach including: • Corporate Taxes • Partnership Taxes • Trust Taxes • Payroll Taxes • Sales Taxes • Property Taxes • Gift Taxes 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 or business tax plan 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 fit all of the pieces of your financial future together. Explore our Tax & Accounting Services			• Personal & Business Tax Prep • Audit Preparation • Estate Taxes & Life Insurance • Tax Planning • Charitable Giving • 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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