Lindahl & Mansager Inc

Lindahl & Mansager provides tax planning, tax preparation, accounting services, investment management, and general financial planning to individuals, trusts, estates, corporations, and businesses. The firm serves a mixed client base that includes both individual and high-net-worth clients and manages client assets on a discretionary basis, overseeing roughly $214 million for about 281 client relationships with a small advisory team.

Portfolios are constructed primarily from open-ended mutual funds, exchange-traded funds, and short-term cash instruments, and the firm generally avoids recommending individual stocks or bonds unless specifically requested by a client. Its investment process emphasizes diversification, the use of Morningstar risk ratings, a buy-and-hold orientation and dollar-cost averaging, with continuous monitoring and semiannual in-person reviews supported by monthly custodial statements.

What is distinctive is the integration of accounting and tax preparation into the advisory offering — the firm provides ongoing tax and accounting services in addition to portfolio management, a combination that is uncommon among peers. The firm also restricts recommendations to no-load, no-transaction-fee funds available through Schwab Advisor Services and excludes recommending variable annuities, reflecting a deliberate product-selection policy focused on cost and transparency.