Our Company

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2001

Birth Year of our Firm

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HIDDEN!

<b><span>Why Lindenberg Financial?</span></b>

Why Lindenberg Financial?

Highly Qualified Leadership

Where education meets experience, with over 40 years in the financial industry and 8 professional designations we are uniquely qualified to coach you through all of life’s financial transitions.

A Fiduciary Duty

At all times when providing financial advice to a client a CFP® professional must act as a fiduciary, and therefore, act in the best interest of the client.” -CFP.net

Virtually Everywhere

Your freedom of location is as important to us as your financial freedom. We support virtual and live meetings.

By design, we are not the stereotypical "flashy financial firm” because we want you to feel as comfortable within our environment as we are. Communicating with you and never to you, our team’s future is measured by the success of our clients and built upon maintaining long-lasting relationships. 

Our team has created our firm's Five Core Values:

Communication

Communication

The cornerstone of our relationships; when used effectively, builds trust and delivers confidence.

Compassion

Compassion

Through active listening, we strive to understand what’s important to you.

Collaborative Teamwork

Collaborative Teamwork

Together we can accomplish great things!

Fun Relationships

Fun Relationships

The enjoyment that comes from serving great people, having mutual respect and feeling appreciated.

To Be Helpful

To Be Helpful

Making a difference while maintaining a can-do attitude toward what comes next.

Our Process


Our History


Our Values


Our Resources


CFP; The Standard of Excellence

CFP; The Standard of Excellence