Our Company
Proud of our history and excited about our future, TOGETHER!
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States Licensed In
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Years of Combined Tenure
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Agencies Represented
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Households Supported
2001
Year We Were Founded
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HIDDEN!
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.
Small Town Feel; Industry Leading Capabilities
We are aligned with the nation's second largest financial services firm. Our talented team leverages technology from the largest wealth management organization. With our strategic partners, Lindenberg Financial offers one stop coordination.
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 Core Values:
Communication
The cornerstone of our relationships; when used effectively, builds trust and delivers confidence.
Compassion
Through active listening, we strive to understand what’s important to you.
Collaborative Teamwork
Together we can accomplish great things!
Fun Relationships
The enjoyment that comes from serving great people, having mutual respect and feeling appreciated.
To Be Accountable
Do what's right and stand behind our work. All of it.
Proud Supporter of:
Lewes in Bloom
DQ Dash for Fireworks
Cape Vikings Athletics
Fred Thomas Middle PTO
CFP; The Standard of Excellence
Not all financial planners are "certified".