MAIN LINE RETIREMENT ADVISORS, LLC

Overview

Main Line Retirement Advisors, LLC is an independent registered investment adviser formed in 2016 and structured as an LLC with individual ownership. The firm serves both high-net-worth individuals and institutional clients, acting as a capital allocator that builds and manages portfolios while also selecting third-party managers when appropriate. Its advisory services cover comprehensive financial planning, portfolio management for individuals and small businesses, institutional/plan-level portfolio management, and manager selection. Fees are charged as a percentage of assets under management and through hourly and fixed-fee arrangements. The firm does not describe itself as an active ESG investor and is not registered as a multi-state adviser or a pension consultant. The practice orientation and product mix indicate a focus on equity implementations with supplemental income and liability-aware solutions for retirement-oriented clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices