Linden Investment Advisors, Cedarburg, Wisconsin

Your Future          

At Linden Investment Advisors we are committed to YOUR future every day.  Whether you are planning for retirement or are already retired we strive to get you there or provide guidance aiming to maintain the lifestyle you have achieved for the rest of your live.

As an Independent Investment Advisor, we are not pressured by a corporate entity to sell expensive high commission products, or sell investments with high expenses.

We choose to act in a fiduciary capacity.  That means, the better you do, the better we do.  What could be fairer than that?

Let's start a conversation regarding your plans and goals.  We will strive every day aiming to get you there.  

A RiskFirst® Approach

We believe the most important risk to individual investors is the loss of capital, measured by peak to trough draw-downs. Our RiskFirst® approach seeks to manage those draw-downs within pre-defined limits, while at the same time aiming to optimize return. If you are in retirement or 5-15 years from retirement, your money is too important to simply assume that recovery from losses will happen. This is why we built and utilize our RiskFirst® Strategy. We believe that managing downside risk first, best positions investors for forward looking success.

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What Matters Most

What Matters Most

Estate plans for you and your loved ones.

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Financial Strategies

Financial Strategies

A sound financial roadmap is just the start.

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Life’s Milestones

Life’s Milestones

Financial advice for every situation.

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“Rule #1, never lose money. Rule #2, see rule #1”.

- Warren Buffett

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