Lindahl & Mansager Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
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.
Client services
Expertise
Fee options
0.25% annually (flat rate, charged quarterly at 0.0625% per quarter)
Main office
3075 Smith Road, Suite 103
Fairlawn OH 44333
Advisors at this office
3
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Laura L
Fairlawn, OH
Lindahl & Mansager Inc
Laura Lindahl is a financial advisor at Lindahl & Mansager Inc with 13 years of industry experience. She has been with the firm since 1992. Lindahl & Mansager provides tax planning, tax preparation, accounting services, investment management, and financial planning to individuals, trusts, estates, corporations, and businesses. The firm serves both individual and high-net-worth clients, managing roughly $214 million in assets with a small advisory team. Their investment approach emphasizes diversification, use of Morningstar risk ratings, buy-and-hold strategies, and integrates ongoing tax and accounting services alongside portfolio management.
Norman L
CFP®, Series 63
Fairlawn, OH
Lindahl & Mansager Inc
Norman Lindahl is a CFP® with 13 years of industry experience and has been with Lindahl & Mansager Inc. since 1992. He holds a Series 63 license and works out of Fairlawn, OH. Lindahl & Mansager provides tax planning, tax preparation, accounting services, investment management, and financial planning to individuals, trusts, estates, corporations, and businesses. The firm serves both individual and high-net-worth clients, managing roughly $214 million across about 281 client relationships with a small advisory team. Its investment approach emphasizes diversification and uses primarily no-load mutual funds and ETFs, integrating accounting and tax services alongside portfolio management.
Douglas M
CFP®
Fairlawn, OH
Lindahl & Mansager Inc
Douglas Mansager is a CFP® professional with 13 years of industry experience. He has been with Lindahl & Mansager Inc since 1992 and is based in Fairlawn, OH. Lindahl & Mansager provides tax planning, accounting, investment management, and financial planning services to individuals, trusts, estates, corporations, and businesses. The firm manages approximately $214 million in assets for around 281 client relationships, employing a diversified investment approach focused on mutual funds, ETFs, and short-term cash instruments, alongside integrated tax and accounting services.
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