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Main Line Team

300 Barr Harbor Dr. Suite 175

West Conshohocken,

PA

19428

mainline-info@wealthenhancement.com

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Team

About the 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

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James Wiley

AIF®

Senior Vice President, Financial Advisor

West Conshohocken, PA

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Donald Riley

RICP®, AIF®

Senior Vice President, Financial Advisor

West Conshohocken, PA

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Timothy Hewitt

AEP®, CFP®, BFA

Senior Vice President, Financial Advisor

West Conshohocken, PA

Kimberly Jobson

CFP®, CRPC®

Senior Vice President, Financial Advisor

West Conshohocken, PA

0051K000008u9w9QAA

Michael Langerhans

Financial Advisor

West Conshohocken, PA

Matthew Maccariella

West Conshohocken, PA

Resources from our team

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Blog

5 Essential Documents for Crafting a Good Estate Plan

Discover the 5 essential estate planning documents—will, power of attorney, health care directive, beneficiary designations, and trusts—that can help protect your legacy and ensure your wishes are honored.
Timothy Hewitt AEP®, CFP®, BFA

Blog

How Incentive Stock Options (ISOs) Work

An incentive stock option (ISO) gives an employee the opportunity to buy shares of their company’s stock at a specific price, during a specific window of time. ISOs can be a powerful investment tool because they allow you to purchase stock at a discount. However, they also come with risk—and potentially significant tax consequences.
James Wiley AIF®

Blog

6 Essential Tax-Loss Harvesting Tips

Markets experience ups and downs, and while that may be disconcerting as you look at your portfolio, you might be in a situation with a unique tax planning opportunity.
James Wiley AIF®

Blog

5 Things to Look for in a Disability Insurance Policy

While we often do a good job of protecting our assets, when it comes to protecting ourselves, we may not be doing as much as we could. When we consider insurance to protect ourselves, life insurance tends to be the first thing that comes to mind. Death is a certainty for all of us, so we take the necessary precautions to make sure our loved ones will be taken care of if we suddenly pass.
Kimberly Jobson CFP®, CRPC®

Blog

Buying or Renting in Retirement: The Pros and Cons

Weighing the decision of whether or not to sell the family home and downsize in retirement is a reality for many people. This involves a series of considerations–including where you’ll live next and how much to spend.
Kimberly Jobson CFP®, CRPC®

Team locations

West Conshohocken, PA
300 Barr Harbor Dr. Suite 175, West Conshohocken, Pennsylvania, 19428
(610) 234-2100
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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

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USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.