We are your...
Coach, Co-Pilot and Champion!
ABOUT US
We built our firm for you.
With over 100 years of combined financial planning experience, Lincoln Capital has helped hundreds of individuals, families and businesses plan for their financial futures. We specialize in providing customized financial planning in concert with sophisticated investment management.
OUR MISSION
We believe that everyone is entitled to fair and truly independent advice. We take an objective approach to financial planning, tailoring each plan to meet our clients’ specific investment goals while enhancing and protecting wealth. We are committed to providing the highest standard of service and will work alongside your CPA and estate attorney to be certain our clients’ best interests are being met.
OUR PROCESS
You are unique and your plan should be too.
Your goals and values are at the forefront of our personalized approach. Our team recognizes the importance of having clear, achievable goals. We will work alongside you to create and execute financial plans that enable an ideal, sustainable lifestyle while building toward your future ambitions.