Linden Wealth Advisors, LLC

CONNECT

Address:

157 Church Street, 19th Fl
New Haven, CT 06510

Phone:

475.655.3066

Fax/Other:

475.655.3001

Welcome to LWA

In the 401(k) world, the message is clear. Retirement plan sponsors and participants alike want someone to help them navigate all of the ins and outs of managing their plan and the assets within them.

Sponsors often struggle with finding a prudent balance of fees vs service and a significant percentage of them have no real idea of what it means to be a ERISA-bound fiduciary. As a result, employees end up with no clear guidance on how to maximize their contributions and can feel frustrated by indifferent service.

LWA Fiduciary sprouted from conversations with some of these under-served and overwhelmed employers and 401(k) retirement savers. The stories of exasperation are often quite similar and the cry for personalized and engaged guidance is deafening.

As a Certified Plan Fiduciary Advisor with deep experience in client servicing and business management, I bring a strong 

 

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Check the background of this financial professional on FINRA's BrokerCheck