Who we are

Welcome to Linden Investment Consultants

Investment returns are an obvious concern of all investors. However, there are other important questions most investors have:

  • Does my advisor really listen to me, and address my specific investment goals?
  • 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

Our Planning Services

  • Retirement Planning
  • Investment Consultation and Management
  • Estate & Wealth Transfer Planning
  • Business Planning
Please Note:

Please Note:

Information and interactive calculators are made available to you as self-help tools...

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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

Some folks already have a plan that they are happy with. However,...

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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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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

Why are you investing? Is it for a secure retirement, sending children or grandchi...

Plan

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

Portfolio

Steps one and two will give us the information we need to build a portfolio unique...

Partnership

Any plan needs continual review and updating to stay on track. Changes in markets,...

Purpose

Why are you investing? Is it for a secure retirement, sending children or grandchildren to college, wealth building, providing for you long-term care, business succession planning or a combination of these? We’ll ask you questions and listen carefully to your answers.

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

Steps one and two will give us the information we need to build a portfolio unique to you.

Is it a combination of Stocks, Bonds, ETF’s and Mutual funds? Should any insurance protection planning be included? Is ease of transfer to your heirs of concern? No matter what, we can create a portfolio to address these needs.

Partnership

Any plan needs continual review and updating to stay on track. Changes in markets, the economy, interest rates, world events and much else can have an impact. Linden Investment Consultants will partner with you throughout your life to help your plan stay on track.

Why Us

Early in my career, I was taught this simple test.  My mentors told me before I took an action, I should ask, how would I feel if what I did that day for my client, was announced on the front page of The Wall Street Journal.  You can be confident the decisions I make for you, would make me proud if they showed up as a banner headline the next day.

Behind our name

Linden

Founder of Linden Investment

My interest in the capital markets began early at the age of 10. My grandfather, an elevator mechanic at a building on Broad Street in NYC, worked in the financial district. While visiting him there, I felt the excitement of  Wall Street, stock exchange, banks, investment firms, and landmark of international finance, the twin towers of the World Trade Center. I developed a life-long interest in the investment industry. My grandfather 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.

 

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.