A complete list of active advisors currently associated with Linden Wealth Management LLC

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

Linden Wealth Management LLC provides investment management and financial planning to individuals (including high-net-worth clients), trusts, estates, charitable organizations, and small- to medium-sized businesses. Services are offered on a discretionary or non-discretionary basis and are billed as a percentage of assets under management, a common fee arrangement among independent advisers. The firm’s investment process is grounded in Modern Portfolio Theory and strategic asset allocation, using a risk questionnaire and Kwanti analytics to build diversified portfolios that favor low-cost ETFs and mutual funds while accommodating individual securities. Tax-aware practices are integrated into portfolio management — including semi-annual rebalancing, opportunistic tax-loss harvesting, and asset-location optimization — and the firm will include alternative investments and private equity for accredited or qualified investors when appropriate. Noteworthy features for a single-advisor practice include managing roughly $88 million on a discretionary basis while providing complimentary financial planning to existing clients, and drawing on the principal’s prior senior roles at major broker-dealers and advanced finance education to shape its processes. The firm recommends a major custodian for brokerage and custody services and, by policy, does not vote client proxies, leaving proxy voting and related shareholder actions to clients.

To learn more about the advisors currently working at Linden Wealth Management 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.