Live a Life Beyond Your Greatest Expectations

Helping You Enhance and Conserve Your Wealth for Generations to Come

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“Your doctor monitors your physical condition, your accountant tracks your finances, and your counselor knows your heart. But you share all of that with me.”

At the office of Mark Kline, our job is to help keep you and your family financially secure for generations to come. We know that your financial well-being affects many aspects of your life, which is why we get to know you as a whole person, learning about your hopes and dreams and offering straightforward guidance to help you achieve them. We’ll celebrate the good times with you, and we’ll be by your side when things get tough.

Whether you own a successful business or have retired from your trade, we’ll help you identify the financial opportunities that make the most sense for every season of your life. Whether you need comprehensive financial solutions for your entire estate or just one specific solution to address a gap in your plan, we’ll help you evaluate your options strategically so you can determine exactly what you need to accomplish your goals.

As a nationwide practice, we’re based in New Orleans and serve clients from New York to California and many other states in between. Our clients are like family, and we serve them with the respect, transparency, and integrity they deserve. We love helping hardworking people make great decisions with their wealth, and we’ve been doing it with passion for nearly 40 years.

Specializing In

  • Buy-Sell
  • Succession
  • Estate
  • Insurance
  • Income Tax
  • Charitable

Proudly Serving

  • Family-Held
    Private Businesses
  • Oil Industry
  • Farmers
    and Ranchers
  • Successful
  • Pre-Retirees
    and Retirees
  • Other Financial