Isaac Kline

Elite Financial Guidance for Life’s Defining Moments

Your financial journey is personal, and so is our approach. We specialize in helping high-net-worth individuals and families manage the complexities of wealth, tax, and estate planning with precision. Whether you’re navigating inheritance, business succession, or asset protection, our team provides strategic guidance that ensures long-term security.

Our Team

Trusted Stewards
of Your Wealth & Legacy

Isaac Kline

Isaac Kline

Managing Partner
Isaac is a dedicated financial advisor, helping clients protect, grow, and preserve wealth for generations. His expertise ensures financial confidence and lasting legacies.
Chase Smith

Chase Smith

Financial Planner
Chase is a dedicated retirement planner who helps clients build wealth through smart strategy and structure. His focus is on clarity, confidence, and financial freedom.
Joel Cromar

Joel Cromar

Managing Partner
Joel is a seasoned CFP® professional known for clarity, strategy, and client-first planning. He helps serious investors build confidence and pursue long-term financial success.
Robyn Hawkins

Robyn Hawkins

Advisor Assistant
Robyn Hawkins ensures smooth client experiences with a focus on efficiency and great communication. Her background in finance and mindfulness fosters strong, positive relationships.
Regina Surico

Regina Surico

Practice Manager & Insurance Specialist
Regina brings expertise in operations and client support, ensuring seamless financial planning. She is committed to helping clients navigate their path to financial security.
Maryanna Kline

Maryanna Kline

Client Relationship
Maryanna manages client relationships with warmth and professionalism. She ensures every client feels supported, understood, and confident throughout their financial journey.

Timeline

Company Timeline

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September 2015SLC, Utah
January 2020Murray, Utah
TodayMurray & Farmington, Utah
Jun 2022New Order

Life Experience

Years of Financial Expertise

Guiding high-net-worth individuals through defining financial moments. Providing clarity, security, and legacy-driven wealth strategies for lasting financial confidence.

Murray Office

+1 (801) 206-4747
488 E Winchester St #400, Murray, UT 84107

Clearfield Office

+1 (801) 206-4747
1436 Legend Hills #318, Clearfield UT 84015

Guiding high-net-worth individuals through defining financial moments. Providing clarity, security, and legacy-driven wealth strategies for lasting financial confidence.

Work Hours

The content I developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

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