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Current company Linden Thomas & Company
Financial Services · 25 employees · Founded 2005 · Charlotte, North Carolina, United States
At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets. We do this by creating and implementing strategies tailored to the unique financial goals of each client. We are driven to provide clients with uncluttered, clear, professional advice to enhance their quality of life and lead them to a sustained, accountable investment solution. Our team consists of financial planners, portfolio managers, analysts, fixed income and equity traders, and retirement experts with over 250 years combined experience working with clients to help them plan and aim to maximize results with investable assets. Each one of our team members is here to add a layer of expertise and support by helping each client meet their needs both prior to and during retirement. Consistently ranked and awarded 33 national recognitions as a top independent financial advisor by the likes of Barron’s, Forbes and Financial Times, Steven L. Thomas is the founder and managing principal of Linden Thomas and Company. The disciplined institutional approach that Linden Thomas has developed is focused on creating efficient portfolios that are designed to be a results-driven program coupled with world-class customer service. To learn more about Linden Thomas and our process, visit https://lindenthomas.com. Securities offered through Linden Thomas and Company Securities, LLC, member FINRA/SIPC. Advisory services offered through Linden Thomas Advisory Services, LLC, a SEC Registered Investment Advisor. Linden Thomas and Company Securities, LLC and Linden Thomas Advisory Services, LLC are affiliated entities.