Robert Lindstrom (CFP®, EA)

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

Fixed Fee (Subscription, Retainer, etc.)

Investment Advice with Ongoing Management

Middle Income Client Needs

Retirement Planning & Distribution Rules

Tax Planning

Women's Financial Planning Issues

Planning Specialties

Provision Financial Planning focuses on serving young families and near-retirees through financial planning, investment management and tax preparation. Located in Towson MD, Provision works with clients in the greater Baltimore area, Birmingham, AL and Huntsville, AL.

Ongoing Financial Planning- For clients seeking ongoing advice from a trusted partner to help them prepare a for an uncertain future. They understand they have blindspots they haven’t even thought of and want to have confidence when making important and often irreversible decisions.

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 clients who do not want implementation assistance and are comfortable updating their plan on their own.

Tax Preparation and Strategies- Combined with ongoing financial planning, we will assist you in preparation of your taxes, but also work with you to make sure you are using available strategies to avoid overpaying your taxes.

Schedule a No-Cost Intro Call

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 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!