A complete list of active advisors currently associated with Cline Financial Concepts, LLC
Warmer can help you find a great advisor at Cline Financial Concepts, LLC or one who fits your needs even better.
Cline Financial Concepts provides discretionary investment management and fee-based financial planning to individuals, high-net-worth clients, trusts, estates and charitable organizations. Services include portfolio construction using low-cost, diversified mutual funds and ETFs (with selective use of individual stocks or bonds), ongoing monitoring, and retirement-account guidance including rollover considerations. The firm’s investment process emphasizes fundamental analysis and a generally long-term orientation while allowing shorter-term trading for rebalancing or client needs. Portfolios are implemented and monitored through third‑party platforms (including an SEI Advisor Guided platform) and the firm may link to held‑away accounts or custody relationships at client direction. What sets the firm apart from many peers is its work with charitable organization clients, an uncommon client type for independent advisors, and its use of institutional platform relationships to access institutional trading, software and operational support. The firm manages a multi‑million dollar client asset base across both discretionary and non‑discretionary accounts while providing comprehensive planning components and referrals to unaffiliated specialists when appropriate.
To learn more about the advisors currently working at Cline Financial Concepts, 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 |
|---|---|---|
Champaign, IL
| 20
|
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