Lincoln Capital takes a comprehensive approach to wealth management. Prior to accepting responsibility for managing client assets, our onboarding process starts with a personal financial plan focused on your life objectives, financial goals, and related factors such as taxation and risk management. Our CERTIFIED FINANCIAL PLANNER™ professionals excel at assisting you in determining how much you need to save for your retirement, college tuition, charitable donations, generational wealth transfer, and other financial goals.
Lincoln Capital is a registered investment advisor (RIA) with financial advisors that are agents of our firm. We are a fee-only, independent RIA that act in a fiduciary capacity. This means that our client’s best interests are always our primary objective.
While we provide the personal touch that only a local advisor can provide, we have access to industry leading resources including those provided by our primary custodian and broker, Charles Schwab & Company. Other reasons to consider Lincoln Capital:
- Unlike other firms, we do not charge a fee for developing a financial plan if we are providing investment management services
- Our tiered management fee structure is highly competitive
- We consider variables such as tax, estate, and cash flowing planning
- We accommodate investors who prefer to actively manage or influence their investments
- We are, and continue to be a family-owned and operated RIA
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.