A complete list of active advisors currently associated with Linden Financial Consultants, LLC

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

Linden Financial Consultants provides fee-only, hourly financial planning and investment consultation to individuals as well as trusts, estates, foundations, charitable organizations and businesses. The firm’s scope includes cash-flow and retirement planning, education funding, insurance and estate coordination, and divorce-related financial analysis, and it does not maintain or directly manage client assets. The firm typically employs a fundamental, long-term buy-and-hold investment philosophy that emphasizes diversified asset allocation and the use of low-cost mutual funds and ETFs, and it may prepare an Investment Policy Statement to document objectives and constraints. Engagements are delivered on an hourly, as-needed basis; clients retain implementation responsibility and the firm does not take discretionary trading authority or custody of client assets. Distinctive features include an unusually large client base for a firm of its structure and an explicit record of serving charitable organizations and foundations, both of which are uncommon among independent advisors. Linden operates on a fee-only basis, does not use percentage-of-AUM or performance-based fee arrangements, and maintains professional affiliations and credentials that align with its consulting-focused practice.

To learn more about the advisors currently working at Linden Financial Consultants, 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.