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Professional Management of Your Assets for Today, and Tomorrow
Through hard work, saving, and investing you have built a comfortable nest egg. How can you best grow and protect your assets to meet your current and future needs, provide benefits to loved ones, or leave a legacy? If you have $1 million in brokerage or investment accounts, retirement accounts, or trusts, the team at Lindenwold Advisors has the experience to help.
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What We Offer
We Represent YOU
As a fee-based manager our sole focus is helping you achieve your goals. We do not earn commissions, charge hidden fees, receive mutual fund payments or any compensation other than the professional fee you pay.
Full Discretion
Our team monitors your investments daily and promptly makes changes according to the investment plan we agree upon. You will not miss an important transaction because we could not reach you for approval.
Proactive Communication
We follow our actions with timely communication by phone, email, custom performance reports and newsletters. We will do the work for you but make sure you are informed.
Holistic Management
Lindenwold Advisors will coordinate the various buckets of assets you appoint us to manage for you to achieve a logical overall objective. We will help you manage investment portfolios, IRAs, and trusts so they work toward your goals and don’t conflict with each other.
Tax Efficiency
We understand that tax impact detracts from investment return. Through our bias for long-term holdings, efficient trading of individual tax lots, use of tax-advantaged securities and coordination with your tax professionals, we may meaningfully control your tax bill.
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Ready To Get Started?
Let us help you reach your financial goals. Contact us today and a member of our team will be in touch to review your needs and identify a plan to help.
