A complete list of active advisors currently associated with Lindisfarne Investments, LLC

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

Lindisfarne Investments is a fee-only registered investment adviser that provides personalized investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. As of December 31, 2024, the firm managed approximately $1.6 million in discretionary assets for about 17 clients. The firm implements client-selected investment models and uses a risk-tolerance questionnaire to align portfolios, investing primarily in no-load or low-load mutual funds and exchange-traded funds while employing equities, fixed income and option strategies when appropriate. It provides periodic analytical reports — including charts, graphs and other devices — to help clients evaluate securities and monitor account performance. Distinctively for a solo independent adviser, Lindisfarne issues periodic client publications and offers an optional performance-based compensation alternative that combines an administrative component with a profit-sharing element above a defined high-water mark; both offerings are uncommon among peers. The firm operates on a discretionary, fee-only basis, does not provide financial planning or tax services, and also makes available fixed retainer and hourly consulting engagements.

To learn more about the advisors currently working at Lindisfarne Investments, 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.

Name	Location	Years of experience
William Barack	Bay Village, OH	19

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