We take pride in providing our clients a personalized level of service that is unparalleled and a level of financial expertise that is highly specialized. Our goal is to build successful, long-term relationships based on trust, integrity, and responsibility.

It is central to our process that we employ a team approach. The breadth and depth of our financial experience allows us to deliver sophisticated wealth management strategies to provide custom solutions to each client’s situation. Our tested wealth management process gives us the ability to help our clients navigate through unforeseen financial circumstances, while giving them the opportunity to pursue their life’s passions.

Resource Partners is a client-first, high-touch portfolio and wealth management organization. We take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a road map for your financial journey. By relying on the expertise of our team, we’ll help you take a conservative approach to growing and preserving your wealth.

Financial Focus

From the Desk of Chip Young
From the Cline Team

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.