We are Fee only Advisors and do not get paid on comission. When you do better, we do better.
Scroll down the page to learn more about how our 20 years of experience can work for you.
Most folks want to reach a point when they can CHOOSE, to...
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We can provide sophisticated planning for high net-worth individuals and families.
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You worked hard, you planned, you saved. Don’t let that effort go...
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Business owners have special concerns. Transfer, succession, continuance, retirement, are just some...
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As an independent consultant, with over 2 decades helping individuals invest and manage income cash-flow, we provide hands on guidance in a Fiduciary capacity. This means we only act in your best interest. As a Fiduciary, when you do better, we do better.
Additionally, we have chosen to engage with LPL Financial the nations leading financial services companies (As reported by Financial Planning
magazine, June 1996-2019, based on total revenue). LPL Financial acts as custodian of your investment accounts with $670 Billion of assets in custody as of March 31, 2020.
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.
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.
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.
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.
Linden Investment Advisors will partner with you throughout your life to help your plan stay on track.
1. Being independent, we put our experience to work and provide advice to 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 our clients do better, we do better. On the other hand, if our clients don’t do well, neither do we. It seems to me the fairest
way of doing things.
3. Linden Investment Advisors leverages the services of LPL Financial, the nation’s leading independent brokerage support company. LPL Financial provides secure custody
for our client’s accounts with over $670 billion dollars in custodial assets as of March 31, 2020.
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, the 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.
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.
We hold to a Fiduciary Standard giving objective advice. We serve no other interest but those of our clients.
