Who we are

Welcome to Linden Investment Consultants

Investment returns are an obvious concern of all investors. As financial advisors, we help our clients answer the important questions that most investors have:

  • Does my advisor act in a Fiduciary capacity?
  • Does my advisor have the experience necessary to create a plan to help me pursue those goals?
  • Will my advisor give me the attention I need and deserve once I am their client?
  • Does my advisor have a plan to continue working with me, so my plan stays on track for years to come?

Please take a moment to scroll down this page to learn more about us and click through some links to see a sample of how we can help your investment experience be productive.

What We Do

Investment Planning Services

  • Retirement Planning
  • Investment Consultation and Management
  • Estate & Wealth Transfer Planning
  • Business Planning
  • Retirement Planning &  Living in Retirement

    Retirement Planning & Living in Retirement

    Most folks want to reach a point when they can CHOOSE, to...

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    Investment Consultation and Management

    Investment Consultation and Management

    We can provide sophisticated planning for high net-worth individuals and families.

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    Estate & Wealth Transfer Planning

    Estate & Wealth Transfer Planning

    You worked hard, you planned, you saved. Don’t let that effort go...

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    Business Planning

    Business Planning

    Business owners have special concerns. Transfer, succession, continuance, retirement, are just some...

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    About Us

    Independent Investment Fiduciary Services

    As an independent consultant, with over a decade of experience, we offer Investment Fiduciary Services. This means we only act in your best interest. And, as a Fiduciary, when you do better, we do better. Additionally, we have chosen to partner with LPL Financial the nations leading financial services companies As reported by Financial Planning
    magazine, June 1996-2018, based on total revenue. LPL Financial acts as custodian of your investment accounts. It also supplies tools and resources to provide up-to-date guidance to my clients based on short and long range market considerations.

    How We do it

    Our Process

    We use an established process called the 4 p’s: Purpose, Plan, Portfolio, Partnership.
    Learn more below about how this process can help you and your family.

    Purpose

    Whether you are planning to retire or are already retired, we have the experience ...

    Plan

    You must have a detailed, well-constructed plan to pursue any purpose. We will cre...

    Portfolio

    Our focus is on seeking to manage downside volatility while aiming for upside perf...

    Partnership

    Linden Investment Consultants will partner with you throughout your life to help y...

    Purpose

    Whether you are planning to retire or are already retired, we have the experience to create and manage a portfolio based on your specific goals.  Managing a retirement portfolio properly is critical. 

    Plan

    You must have a detailed, well-constructed plan to pursue any purpose. We will create a unique plan based on your personal situation and desires. Having a plan will give you confidence.

    Portfolio

    Our focus is on seeking to manage downside volatility while aiming for upside performance.

    We will use strategically chosen ETF’s and Mutual Funds seeking to provide downside protection with upside participation.

    Partnership

    Linden Investment Consultants will partner with you throughout your life to help your plan stay on track.

    Why Us

    1. Being independent, I can put my experience to work and provide advice to my clients based on what is solely in their best interest and not what a corporate entity might
    be interested in promoting at the time.

    2.  Using fiduciary accounts, if my clients do better, I do better.  On the other hand, if my clients don’t do well, neither do I.  It seems to me the fairest             
    way of doing things.

    3.  Linden Investment Consultants leverages the services of LPL Financial, the nation’s leading independent brokerage support company. LPL Financial provides secure custody
    for my client’s accounts with over $700 billion dollars total in custodial assets.  They also provide back-office services, research analysis, regulation compliance, and
    technology.

    Behind our name

    Linden

    My interest in the capital markets began at the age of 10. My grandfather, an elevator mechanic, worked in the financial district. While visiting him there, I felt the excitement of  Wall Street, stock exchange, banks, investment firms, all the landmarks of international finance. I developed a life-long interest in the investment industry. My grandfather, William Ernest Bauerband, traveled to work each day by train from his home on Linden Avenue in Elizabeth, New Jersey. Our firm is named in his honor.

    Get in Touch

    Contact Us

    Send us a message or call today! We’d love to hear from you and provide information or begin a conversation.

    W62N265 Washington Avenue
    Cedarburg, WI 53012

    Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

    *All investing involves risk including loss of principal. No strategy assures success or protects against loss.

    The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WI and MN.