Who We Are
Lincoln Financial Advisors is a nationwide financial planning firm with representatives in offices across the country. Our financial professionals include Chartered Financial Consultants, Chartered Life Underwriters, Chartered Retirement Planning Counselors℠, Certified Public Accountants*, and other associates whose expertise encompasses the financial planning strategies that help support wealth accumulation and preservation.
Our associates work as a team to provide clients with comprehensive financial, retirement, investment, business owner and estate planning using proven strategies and state-of-the-art software. Our advisors can help clients implement financial solutions to address the unique needs uncovered during the financial planning process.
Our firm's philosophy - the one that uniquely defines the way we do business - is "Serve First, Last and Always℠." The essence of this philosophy is that in all client engagements, we are committed to do whatever is required to get our clients to take the actions that are necessary to put their financial affairs in order. The hallmark of our firm has always been to deliver personalized financial plans and solution strategies to help meet the unique needs of our clients.
If this kind of partnership makes sense to you, give us the opportunity to personally discuss the benefits you and your employees will enjoy by working with us.
*Not practicing on behalf of Lincoln Financial Advisors
Our mission is to get the job done. Whether it's helping people invest their money, selecting private money managers, facilitating the exercise of stock options, securing life insurance or designing complicated estate plans, we work with our clients until all the details have been completed.
Our goal is always to construct a financial roadmap specifically tailored to each individual or family. Since no two people are the same, no two financial plans will ever be the same. They are unique, just like the people with whom we work.
Securities and investment advisory services offered through Lincoln Financial Advisors Corporation, a broker/dealer and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. It is not our position to offer legal or tax advice.