Our Firm

Lincoln Financial Advisors is a preeminent fee-based financial planning firm with prodigious experience in asset management programs, business continuity and wealth transfer strategies. We provide clients with fee-based retirement, estate and business succession planning, as well as related estate tax, investment and insurance strategies.

Whether you have an advisor currently, or a team of professionals working with you, or no one working with you, we can help!  We serve as the "quarterback" for all your financial needs.  While your CPA, estate attorney, financial advisor, and others help you with their specific expertise, many times they are working in a vacuum, without considering how their decisions affect your overall financial plan.

We look at your entire financial landscape and bring everything together, by determining how one decision affects another area of your financial plan.  As your "quarterback", our responsibility is to help you design a complete, competent and cost-effective wealth plan, and to continue to guide you throughout your lifetime...and beyond!