Emily Lee built Stateline Wealth Advisors around a more individual conversation

After more than a decade working at a national financial firm, Emily Lee set out to create a practice shaped around individual clients. That decision became Stateline Wealth Advisors in Abingdon.

Lee’s aim was to bring investment management and tax-aware planning into a process that recognizes a client’s particular circumstances. Today, the firm works with individuals, families and business owners, beginning with their goals, financial documents and tolerance for risk.

Lee is the founder and senior wealth adviser. Robert Ashley serves as partner and senior wealth adviser, Zachary Lee as chief operating officer, and Kim McFadden as client relationship manager. The team structure connects advice with the administrative and relationship work that supports an ongoing client experience.

Stateline’s services include retirement and financial planning, with attention to the questions that arise as households and businesses change. Its West Main Street office gives that work a local base in Abingdon.

The firm offers an introductory phone conversation for people interested in learning more. Investment advisory services and securities are provided through the applicable Cambridge entities identified in the firm’s disclosures. The purpose of the initial discussion is to understand a client’s needs, rather than promise a particular investment outcome.