Robert Lindstrom (CFP®, EA)

Robert Lindstrom focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Generation X
  • Hourly
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Millennials

Planning Specialties

Provision Financial Planning was designed to work with families who want to build lasting wealth, not just families who already have it.  You can work with us regardless of how much money you have, which is why we have the following services available.

Ongoing Financial Planning- For the family who wants a partner to help them turn income into wealth. We'll work together on an ongoing basis to help you make decisions when life happens, but also prepare for the decisions we know you'll have in the future.

Investment Management- Combined with ongoing financial planning or as a standalone service, we will manage your investments according to your unique plans and risk profile

Project and Hourly Financial Planning- For the family who likes to do it themselves, we help you determine if you are on the right track. This can be a comprehensive plan, encompassing all areas of your financial life, or focused on a few key areas. Also good for people who run into unexpected complexity.

Tax Preparation and Strategies- Combined with ongoing financial planning or as a standalone service, we will prepare your taxes, but also work with you to make sure you are using available strategies to avoid overpaying your taxes

Be sure to check out our FAQ page and watch this firm video to learn more about us!  

Additional Information

I am a CERTIFIED FINANCIAL PLANNER professional (CFP®), Enrolled Agent (EA), and founder of Provision Financial Planning, a Fee-Only financial planning firm. 

I look forward to bringing NAPFA's philosophy to the next generation of families.

I was born and raised in Huntsville, AL and currently live in Towson, Maryland.  I met my wife Laura while we were students at the University of Richmond. We have two incredible boys, Hudson and Luke, and a goldendoodle named Louie. 

You can usually find all of us playing in a ball field somewhere, and hopefully on the golf course as the boys get older!

NAPFA Start Date

September 16, 2016

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This Office

100 West Rd Ste 300 Towson, MD 21204-2370 Phone: (410) 870-7054