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 current advisor act as a Fiduciary?
  • Is my current portfolio structured in my Best Interest?
  • Does my current portfolio act to manage downside volatility while aiming for upside performance?
  • 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

    An Independent Financial Consultant

    As an independent financial consultant, with over a decade of experience, I am free to make objective recommendations of investments and related products from many of the nations top providers, not just a limited number determined by a large corporate entity. This allows you to have access to “professional knowledge” in all categories of investments.

    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

    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, 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.

     

    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.