A complete list of active advisors currently associated with Main Line Group Wealth Management, LLC

Warmer can help you find a great advisor at Main Line Group Wealth Management, LLC or one who fits your needs even better.

Main Line Group Wealth Management, LLC serves individuals (including high-net-worth clients), trusts, estates and similar private clients and provides discretionary portfolio management, financial planning and consulting, and consolidated reporting. The firm also offers stand-alone and packaged planning for corporate executives and manages both individual accounts and pooled investment vehicles on behalf of clients. MLGWM’s investment approach emphasizes asset allocation, diversification and periodic rebalancing to align portfolios with long-term objectives, implemented through mutual funds, ETFs, individual securities, structured notes and, when appropriate, third‑party independent managers. The firm conducts ongoing monitoring and may tailor portfolios to client constraints and preferences, including the use of less liquid or alternative vehicles for qualified investors. Distinctively for a small adviser, MLGWM acts as a sponsor and investment manager to affiliated private investment funds and serves pooled-vehicle clients, receiving performance-based compensation at the fund level while not charging performance fees to individual advisory clients. These arrangements include side letters that grant certain investors preferential economic terms and involvement of firm officers with portfolio companies; the firm discloses these conflicts, provides audited fund financials to investors and states that the funds are currently closed to new investors.

To learn more about the advisors currently working at Main Line Group Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Douglas Kobak	Park City, UT	35

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