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Our Philosophy

Here to

listen and

speak your language.

Finances can be confusing. By breaking down complex concepts into digestible information, we help you understand and feel good about the management of your money. 

 

Our philosophy centers on you. We take a multi-faceted approach that encompasses your investments, tax, legal, financial planning, and insurance needs to ultimately determine…

What is your money for? How much do you truly need to retire? What is the most efficient way to transfer your assets to the next generation?

We recognize that true financial well-being goes beyond managing investments. That’s why we design personalized financial plans, seeking to optimize both cash flow and investments, aligning them seamlessly with your specific goals. Whether you’re planning for retirement, the growth of your business, or other milestones, our team is committed to building a game plan, so your financial journey is attuned to you, your business, and your family. 

Investment advice offered through Integrated Partners, doing business as Integrated Wealth Planning, a registered  investment advisor.

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Click on the links for a copy of the Firm ADV and Client Relationship Summary.

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David Kline CA Insurance #0J15578

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Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

*Data provided by SHOOK® Research, LLC. Data as of 3/31/25. Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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