Financial Advisors
Madison, WI
Lindenwood Financial LLC is an independent financial advisory firm based in Madison that helps clients build and preserve wealth through personalized financial planning and investment management. The team works with individuals and families to develop comprehensive financial strategies tailored to their unique goals and circumstances. They emphasize a consultative approach to help clients make informed decisions about their financial future.
Ideal for: Individuals seeking personalized financial planning, Families wanting comprehensive wealth management, Business owners planning for retirement
Service area: Madison, Wisconsin and surrounding areas
Independent Advisory Firm: Operates as an independent financial advisor rather than part of a large corporate institution, allowing for personalized client relationships and strategies not tied to proprietary products.
Comprehensive Financial Planning: Provides full-service financial advisory including investment management, financial planning, and wealth strategy consultation in one location.
Address: 622 W Washington Ave Suite 100, Madison, WI 53703
Phone: (608) 218-4646
Website: lindenwoodfinancial.com
Looking for more options?
See more Financial Advisors in Madison →