"If you’re looking for a trusted financial advisor who can help you confidently navigate this crazy, chaotic world we’re in, good news - Chris Kline is the expert you want.

I’ve been working with Chris for years and find him to be a steady, calm presence in a world that is full of scary headlines. He listens carefully to what my goals and concerns are, then offers advice aligned with my risk tolerance, assets, and what I want to achieve with my portfolio. The past couple of years have been a roller coaster, and I am beyond impressed at what he has been able to achieve. It brings immense comfort to know that Chris and his team are caring for my wealth in ways I can’t imagine and certainly could not do on my own.

Three generations of our family have worked with Chris. He was my mom’s trusted financial advisor for years, when he helped her care for the nest egg she has built during her career and provided invaluable advice in navigating the years after her husband’s death. I started working with Chris while handling my mom’s estate and count him about the “silver linings” that came from the sad experience of losing her. And now he’s helped my college-aged son get a solid start on his wealth-building plan, turning the wages from his part-time job into a foundation for success.

I truly can’t say enough about Chris and his team. If he’s accepting new clients and you have the opportunity to work with him, seize it. "