Fiduciary

Lindenwood Financial LLC

Madison, Wisconsin

★ 5.0 (2 reviews)
Call (608) 218-4646 Visit website →

About

Lindenwood Financial LLC is a fee-only registered investment advisor in Madison, Wisconsin, offering financial planning, investment management, and retirement planning services. The firm operates on a fiduciary basis, and its advisors hold CFP certifications. Services address investment management and wealth management needs for clients seeking comprehensive financial guidance.

Specialties

Investment Management Retirement Planning Wealth Management

Fee structure

Fee-Only

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-5PM, Tuesday: 8:30AM-5PM, Wednesday: 8:30AM-5PM, Thursday: 8:30AM-5PM, Friday: 8:30AM-5PM, Saturday: Closed
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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