A complete list of active advisors currently associated with Lincolnbridge Financial Planning, LLC

Warmer can help you find a great advisor at Lincolnbridge Financial Planning, LLC or one who fits your needs even better.

LincolnBridge Financial Planning, LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and corporations or other business entities. The firm’s documented offerings include asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting for employer plan sponsors. Portfolios are constructed from individual stocks, bonds, ETFs, mutual funds, options and alternative investments and are continuously monitored and rebalanced as appropriate; the brochure describes use of fundamental, technical, quantitative and qualitative analysis methods. The firm also emphasizes client education and a fiduciary standard and delivers a range of planning work — including retirement, estate, corporate tax planning, cost segregation studies and real estate analysis — that is integrated with its portfolio management services. What is distinctive for a three‑advisor practice managing roughly $54.7 million is the explicit focus on institutional and plan sponsor work (including ERISA 3(21)/3(38) retirement plan consulting) alongside individual wealth management. The brochure also notes staff hold insurance licenses and advanced designations (ChFC, CLU, RICP) and documents use of more complex strategies (options, margin, alternative investments, REITs), indicating capacity to serve insurance‑related, corporate and other non‑retail client needs that are less common among firms of this size.

To learn more about the advisors currently working at Lincolnbridge Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.