About Main Line Team
When you partner with the Main Line Team, you become part of our family. Our experienced team of professionals have advanced designations and specialize in tax planning, estate planning, tax-efficient portfolio construction, and retirement income planning to ensure you have the tools to achieve your financial goals. Our client retention is high, and so is our employee retention—we're in it for the long haul. We want to help you reduce your taxes, invest smarter, and live the retirement of your dreams. Let’s talk.
Advisory Team
Client Service Team
Resources from our team
Blog
Confused about how non-qualified stock options (NSOs) are taxed? Learn how NSOs work, key tax implications, and strategies to manage your tax liability effectively.
Team locations
West Conshohocken, PA
300 Barr Harbor Dr. Suite 175,
West Conshohocken,
Pennsylvania,
19428
+1 (610) 234-2100
Let's Work Together
Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan that supports your goals.
Contact Our Team