Our Reach

Lincoln Financial Advisors

As a planning practice associated with Lincoln Financial Advisors, we offer the advantage of a local presence and face-to-face planning while backed by the resources of a national financial services company.

Sagemark Private Wealth Services

As a qualifying member of Sagemark Private Wealth Services, a pre-eminent group of financial planners within Lincoln Financial Advisors, who have unparalleled experience in wealth management, business continuity and sophisticated wealth transfer strategies, we have the capabilities to design, coordinate and implement sophisticated retirement, estate and business transfer strategies.

The Resource Group

As a member of The Resource Group, an elite invitation-only group within Lincoln Financial Advisors, we proudly have access to close to 200 top financial planning practices throughout the country. This map demonstrates the vast reach and as a result capability of our firm to deliver enhanced resources and benefits to our clientele.

In fact, many of our advisor members are licensed to practice in multiple states, including their state of residence. This means, that even in states where we don't currently reside or are licensed, we can provide you with access to other Resource Group members.