For over 30 years, Lincoln Capital has been committed to putting our clients first, providing independent, fiduciary financial services that prioritize your success. We proudly serve individuals, families, small- to mid-sized businesses, and nonprofit organizations with the highest standards of integrity and transparency.

As a family-owned and operated, fee-only independent registered investment advisor (RIA), we offer personalized financial planning and asset management services tailored to meet your unique goals. Our independence minimizes the conflicts of interest inherent in brokerage firm models, allowing us to act in your best interest.

Meet The Team

RONALD E. ALBERT

CEO, INVESTMENT ADVISOR REPRESENTATIVE

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BRITTANY ALBERT MORAN, CFP®

VICE PRESIDENT, INVESTMENT ADVISOR REPRESENTATIVE

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ALEXANDER R. ALBERT, CFP®

VICE PRESIDENT, INVESTMENT ADVISOR REPRESENTATIVE

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SEAN MCGUIRK, CFA

CHIEF INVESTMENT OFFICER

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NINA WALSH

DIRECTOR OF CLIENT SERVICES

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KAREN JONES ARIOSTA

DIRECTOR OF OFFICE OPERATIONS

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Client Service

As fiduciary advisors, we ensure that your assets are always secure and transparent. We do not take custody of client assets; instead, we utilize Schwab Institutional, a division of Charles Schwab &Co. Inc., as the custodian and primary broker for all client accounts except for state-sponsored 529 plans. Your assets are held separately in accounts registered in your name, ensuring there is no co-mingling. Our relationship with Schwab is strictly professional, with no financial transactions occurring between Schwab and Lincoln Capital.

At Lincoln Capital, exceptional client service is our top priority. We provide you with:

  • 24/7 Online Account Access: Manage and monitor your account holdings and changes anytime through our secure portal at Schwab Alliance
  • Detailed Monthly Statements: Receive comprehensive brokerage statements from Schwab Institutional to stay informed about your financial activities
  • Quarterly Portfolio Reports: Benefit from in-depth reports from Lincoln Capital, offering insights into your portfolio’s performance and alignment with your financial goals
  • Regular Market Updates: Stay informed with our timely emails and monthly newsletters, featuring economic commentary and our strategic investment outlook
  • Personalized Communication: Schedule meetings, or reach out via email or phone whenever you have requests and questions. Know that we promptly respond to any client inquiry. In addition, we schedule meetings (phone and in-person) at your desired frequency.

History

Lincoln Capital Corporation was founded in 1991 by Ronald E. Albert, who brought with him over 15 years of experience in the financial industry. Ron began his career in 1976 as a financial planner with Investor’s Diversified Services (a.k.a. Ameriprise Financial). He then honed his expertise at the prestigious investment banking firm Kidder Peabody & Co., where he  specialized in stockbroking and fee-based financial planning. By the mid-1980s, Ron was leading Dean Witter’s Providence office as Vice President and Manager, earning accolades for his management and client service excellence.

Driven by a passion for helping clients achieve their financial goals and recognizing the inherent conflicts of interest within traditional brokerage models, Ron established Lincoln Capital with a clear mission: to provide independent, fiduciary-focused financial services that protect client assets with high-level expertise and lower costs.

Over three decades later, Lincoln Capital has grown from a one-man operation to a team of six dedicated professionals, including Certified Financial Planners and a Chartered Financial Analyst. Today, the firm’s commitment to fiduciary excellence continues under the leadership of Ron, alongside principal-shareholders Brittany Albert Moran, CFP®, Alexander Albert, CFP®, and Sean McGuirk, CFA, who are poised to carry this mission forward for the next generation.

Let’s Get Acquainted

Schedule an initial consultation to determine if we’re a good fit. We’ll meet with you in person or virtually and there is no obligation to work with us.