A Client-First Financial Services Firm
At Lincoln Capital, we believe in putting you first. As an independent, fee-only firm, we’re not just advisors; we’re fiduciaries committed to guiding you with integrity and transparency. Since our founding in 1991, we’ve dedicated ourselves to crafting personalized financial strategies that reflect your unique goals and aspirations. Whether you’re an individual, a professional, or a business owner, we stand by you with objective advice and tailored solutions designed to secure your financial future. Learn more about our commitment to your success.

Services
Insights
Effect of Interest Rate Increase
Highlights What it means when the news media reports an interest rate change The potential impact of a higher interest rate on the U.S. market Lincoln Capital’s perspective regarding investments in the short-term Estimated [...]
The Pandemic’s Impact on Long-Term Care Insurance
By Alex Albert, CFP® Highlights LTCI covers care for chronic medical conditions━outside or inside the home The industry’s pre-pandemic circumstances have made coverage even harder to get Insurer selectivity is bolstering hybrid coverage with [...]
Four Steps Every American Should Take on the Path to Early Retirement
By Alex Albert, CFP® Highlights Americans want to retire earlier than ever (by age 62) Most don’t have the savings to support their expected retirement lifestyle We highlight several “must dos” for those planning [...]
Economic Observations & Forecast
By Sean McGuirk, CFA® Highlights Inflation is higher than pre-pandemic levels, but manageable The labor shortage continues, but is expected to ease Commerce less likely to endure wide scale COVID lockdowns Estimated read time: [...]