LincolnBridge Financial Planning

About Us

We are an Independent, Fee-Only, Fiduciary Financial Planning firm. As Fiduciaries, we are committed to acting in our clients' best interest.

With over 50 years of combined industry experience, Mike, John, and Greg founded LincolnBridge with a shared vision: to provide a holistic approach to financial planning that prioritizes tax efficiency and strategic investment decisions. We believe this approach is the most effective way to help you reach your financial goals.

As fiduciaries, we are unwavering in our commitment to putting your best interests first. To eliminate any conflicts of interest, we do not sell commission-based products. Rather than focusing on picking the latest hot stock or measuring success by short-term investment performance, we offer comprehensive financial guidance that empowers you to make well-informed decisions.

At LincolnBridge, you benefit from a team of seasoned advisors with diverse areas of expertise, ensuring a well-rounded and tailored approach to your financial strategy. With multiple advisors collaborating on your financial planning, you can be confident that your goals and needs are being considered from every angle. Moreover, you'll always have a trusted advisor available to assist you whenever the need arises.