Lindenwood Financial LLC
The Lindenwood Promise. Our core values of strength, resilience, interconnectedness, and truthfulness are prioritized for every client. These traits come from the linden tree, which our founder Katie is proudly named after.
Why do we exist? Katie observed a unique set of challenges in the financial services industry: overly complicated investment products, confusing financial terminology, outdated philosophies, and unclear fees. She saw these obstacles not only hinder financial progress but cause needless stress and frustration and felt people deserved better. So, she founded Lindenwood Financial to be a modern, transparent, and simplified but full-service experience to put clients at ease and help them reach financial goals they didn't know were possible.
Our independence is your advantage. We stand out as an independent, fee-only fiduciary financial services firm exclusively dedicated to serving your best interests. We have no affiliations or ties (no loyalty and no bias) to financial companies, products, or third parties. We don’t receive sales commissions, ensuring no hidden incentives influence our recommendations. Our custom-tailored financial guidance, strategies, and investment recommendations are based on merit and your best interests - period. We believe you shouldn't have to settle for anything less.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.