Who We Are
With almost 50 years of proven industry leadership and expertise in delivering investment strategies, Lincoln Investment is a leading broker/dealer. Our network has grown to over 800 financial advisors nationwide, and we serve the diverse financial needs of over 270,000 clients representing over $24.7 billion in assets.
At Lincoln Investment, we treat each client relationship as the most important part of our business. We're proud to be one of the fastest-growing independent broker/dealers in the industry, and we stand out in our community as a top workplace for employees.
What We Do
As a full-service financial services firm, we empower our advisors to offer clients the high-quality investment and insurance products, as well as the service and support you need to help achieve your long-term financial goals.
Our clients and services include:
•Individuals and families. Financial planning, wealth management, investment solutions, and asset management.
•Institutions and corporations. Retirement planning and asset management for private and public entities, including school districts and other not-for-profit institutions.
Our Values
At Lincoln Investment, we live our core values each day, by incorporating them into everything we do: honesty, integrity, respect, diversity, cooperation, and a commitment to succeed. With these values as our framework, we continue to build our business on relationships—with our clients, advisors, and team members. We're majority family-owned, so no matter how large we become, we function with a focus on individuals.
