We do not claim to be all things to all people. We work with high net worth business owners, professionals, executives and retirees - people who are responsible, respected leaders in their industries, professions and communities.
The first step is to gather the necessary data to ensure a thorough understanding of your situation. This becomes the basis for the creation of a financial model, which is used to evaluate your current financial situation.
You have a vision for your future. You have goals for your family, for your career, for your legacy. We have a vision of our own: to comprehensively manage wealth at the highest level for people across all industries and professions. We recognize that we can never fully achieve that vision on our own.
Someone is sitting in the shade today because someone planted a tree a long time ago.
Give me six hours to chop down a tree and I will spend the first four sharpening the axe.
16th President of the United States
Predicting rain doesn’t count. Building arks does.
I have yet to be in a game where luck was involved. Well-prepared players make plays. I have yet to be in a game where the most prepared team didn’t win.
College Football Coach
An investment in knowledge pays the best interest.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: Alabama, Arizona, Arkansas, California, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin
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Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.