Our Services

Linden Wealth Advisors, LLC

Organizing and optimizing your personal finances can be an intimidating chore. There's so much to know and to do. And, with legislative and life changes, the goal posts seem to keep moving. Our professional advisors can help you clarify your goals and challenges and map out a flexible long-term strategy. Your personalized, flexible whole life plan can encompass:

Financial Planning • Investment Management • Retirement Strategies • Estate Planning • Donor Advised Funds • Socially Responsible Investing • Charitable Gift Planning • Insurance and Annuities • Family Wealth Transfers 


LWA Fiduciary

Plan Sponsors and executives that support company retirement plans often find themselves carrying the weight and personal liability of their Fiduciary responsibilities without fully understanding what they must do and how best to do it. A lack of time and training can result in a heavy burden and often leaves plan participants with more questions than answers.  Our specialists can guide you through the complexities of ERISA compliance to help ensure that your plan is cost effective and designed with sophistication and care.  Our team offering includes: 

401(k) Plan Management • 403(b) Plan Management • Non-Qualified Plan design • Cash Balance Plans • Expense Benchmarking • Restatement Guidance • Group Benefits • Pension Risk Transfers • Fiduciary Training • Participant Education • Multiple Employer Plans


How We Get Paid

As independent advisors working through Cambridge Investment Research, a privately owned Broker/dealer with no specific product or service to promote, we leverage a broad network of resources to ensure that every solution we provide is customized to each client's needs. 

We offer flexible pricing models to ensure a better correlation between the service you seek and the price you pay. Our compensation is always transparent and may come from;

Fees Based on investments Under Management • Set-Rate Hourly Consultation Fees • Scalable Retirement Plan Solutions • Commision-Based insurance Products • Service Subscriptions • Public Speaking Fees