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Cline Financial Concepts

EST. AUM
$86,819,315

CONTACTS

CLIENT ACCOUNTS
258

Firm Details

Metro area Chicago
CRD Number 135679
Website cline-financial.com
Client types

Overview

Cline Financial Concepts, LLC is a state-registered investment adviser based in Champaign, Illinois, operating as a boutique, independent, fee-only financial planning and asset management firm. Founded and led by Scott Cline, CFP®, the firm serves a diverse retail client base — including physicians, university employees, business owners, government workers, and individuals at various stages of their careers and retirement journey. As a fiduciary, the firm is legally required to act in clients' best interests at all times, and it is compensated exclusively through client fees, accepting no commissions or referral payments. The firm's investment approach is highly individualized, with financial plans custom-designed to each client's unique risk tolerance, goals, tax situation, and life stage, in accordance with CFP Board of Standards guidelines.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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