Who We Are

Our firm's philosophy - "Serve First, Last and AlwaysSM " - was conceived over 60 years ago by legendary manager Stuart Smith and still drives our business today.

As part of this philosophy:

  • We provide solutions and alternatives, but each client makes the final decisions about their own financial future.
  • Each financial plan is systematically reviewed to ensure it remains consistent with the client's long-term goals and objectives, and is aligned with our changing world.
  • Each client receives confidential, highly customized, personal service.

Abundant intellectual capital is one of our greatest strengths. Our firm's resources are managed nationally, but deployed regionally and locally. Because we provide a deep level of expertise and resources, our financial planners receive consistent, high quality functional support that enables them - and ultimately you - to receive the best thinking our firm has to offer.

We utilize a team approach - anchored by our highly skilled advisors, who are responsible for managing all pertinent aspects of financial planning. Additional support is obtained, when necessary, from local and national teams that consist of industry specialists who have strong technical backgrounds in all areas of financial planning. This business model allows our financial planners a high degree of autonomy so that they can focus solely on assisting clients in helping meet their financial goals.

Some needs are solved with financial products. Objectivity is the key to our process. Our open architecture platform gives our financial planners access not only Lincoln products, but also gives access to insurance from other companies, private money managers, mutual funds managers, exchange traded funds, individual issue stocks, bonds, TIPS, public and private REITs, as well as fixed and variable annuity contracts.

As a company, we believe in providing our clients with clarity and solutions to help meet their needs. We believe that long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter. Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; bringing national resources together on a team that will benefit each client; and communication that builds understanding and trust - these are the key qualities of "Serve First, Last and AlwaysSM." And these are the commitments we make to each of our clients.

So if you'd like to create, preserve and protect your wealth, the partner of choice is clear: Lincoln Financial Advisors.

 

Lincoln Financial Advisors is a nationwide financial planning firm with representatives in offices across the country. Our financial professionals include Chartered Financial Consultants, Chartered Life Underwriters, Chartered Retirement Planning CounselorsSM, Certified Public Accountants*, and other associates whose expertise encompasses the financial planning strategies that help support wealth accumulation and preservation.

Our associates work as a team to provide clients with comprehensive financial, retirement, investment, business owner and estate planning using proven strategies and state-of-the-art software. Our advisors can help clients implement financial solutions to address the unique needs uncovered during the financial planning process.

Our firm's philosophy - the one that uniquely defines the way we do business - is "Serve First, Last and AlwaysSM." The essence of this philosophy is that in all client engagements, we are committed to do whatever is required to get our clients to take the actions that are necessary to put their financial affairs in order. The hallmark of our firm has always been to deliver personalized financial plans and solution strategies to help meet the unique needs of our clients.

If this kind of partnership makes sense to you, give us the opportunity to personally discuss the benefits you and your employees will enjoy by working with us.

*Not practicing on behalf of Lincoln Financial Advisors

Our mission is to get the job done. Whether it's helping people invest their money, selecting

private money managers, facilitating the exercise of stock options, securing life insurance or designing complicated estate plans, we work with our clients until all the details have been completed.

Our goal is always to construct a financial roadmap specifically tailored to each individual or family. Since no two people are the same, no two financial plans will ever be the same. They are unique, just like the people with whom we work.

Securities and investment advisory services offered through Lincoln Financial Advisors Corporation, a broker/dealer and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. It is not our position to offer legal or tax advice.