Lindenwood Financial LLC
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About
Lindenwood Financial LLC provides wealth management, financial planning (including project‑based engagements) and pension consulting to individuals, high‑net‑worth clients, and retirement plans. The firm operates as a fee‑only adviser and primarily delivers discretionary portfolio management and ongoing investment supervision, generally charging percentage‑of‑AUM fees.
The firm develops individualized investment policies and asset allocation targets grounded in Modern Portfolio Theory, combining passive and active strategies and applying fundamental, technical, and cyclical analysis where appropriate. Lindenwood may employ third‑party managers and model portfolios (including XYPN Invest) and can construct portfolios with socially responsible criteria when requested by clients.
Founded in 2023 and operating with two advisory principals, Lindenwood manages about $6.74 million for 14 clients, a scale that is small relative to many supported peers and that suggests a concentrated, high‑touch client base; the stated account minimum is $750,000 with case‑by‑case waivers. The firm also offers flat‑fee project planning ($3,000–$20,000), provides pension consulting, recommends Charles Schwab for custody, does not aggregate or block client trades, and discloses that it is fee‑only and does not accept sales‑based compensation.
Client services
Expertise
Fee options
Flat fees for Project-Based Financial Planning range from $3,000 to $20,000, negotiable.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.55%
Account minimum: $750,000 (may be reduced or waived on a case-by-case basis) Fee-only: Flat fees for Project-Based Financial Planning range from $3,000 to $20,000, negotiable.
Main office
622 West Washington Avenue, Suite 100
Madison WI 53703
Advisors at this office
2
Most active in
Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
Quick links
Advisors at this firm
John S
Series 65
Madison, WI
Lindenwood Financial LLC
John Schroder is a financial advisor with Lindenwood Financial LLC based in Madison, WI. He holds a Series 65 designation and has experience working at Wings Credit Union, Bell Bank, and Great Midwest Bank. He joined Lindenwood Financial in 2026 and has been with the firm for one year. Lindenwood Financial LLC provides wealth management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a combination of passive and active investment strategies based on Modern Portfolio Theory and offers discretionary portfolio management tailored to client needs.
Katie L
CFP®
Madison, WI
Lindenwood Financial LLC
Hi there! My passion and strengths lie in helping people achieve holistic financial well-being and live more meaningfully through personalized, expert financial planning and investment management. In addition to being a CFP® professional, I'm proud to have completed my Master of Science degree in Personal Financial Planning. I am also an Accredited Wealth Management Advisor™ professional, which is a specialized credential in the unique needs of high-net-worth clients, and hold my Accredited Behavioral Finance Professional™ certificate, which is a specialized credential in the the psychology of investor behaviors. Why did I open Lindenwood Financial? I observed a unique set of challenges in the financial services industry: overly complicated investment products, confusing financial terminology, outdated philosophies, and unclear fees. I saw how these obstacles can not only hinder people's financial progress, but cause stress and frustration. So, I envisioned offering a modern, transparent, and simplified but full-service experience to put people at ease and help them reach financial goals they didn't know were possible. Thus, Lindenwood Financial was born. Lindenwood Financial stands out as an independent, fee-only fiduciary financial services firm exclusively dedicated to serving your best interests. We have no affiliations or ties (translation: no loyalty and no bias) to any financial companies, products, or third parties. We also don’t receive sales commissions, ensuring there are no hidden incentives to influence our recommendations. We are not paid by anyone but our clients. Our custom-tailored financial guidance, strategies, and investment recommendations are based on merit and your best interests — period. Interested in learning more? I'd love to hear from you. We offer a complimentary consultation & process to answer all of your questions and show you what we do. With no cost or obligation, it's an easy way to educate yourself, evaluate us, and decide if you'd like to work with us.
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