Mission Statement

How We Work

Our mission is to help clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future.  We want to build a long-term relationship with them as their professional and knowledgeable advisor.  Our aim to accomplish this through education, training, integrity, and outstanding client service.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.   Our three step process identifies your expectations, goals and risk tolerance, implementation of your plan and measuring outcomes with the aim of making sure your expectations are met.

Our History

Our History

William Bauerband is the President and Founder of Linden Investment Advisors and The Linden Group, LLC based in Cedarburg, WI.  With over 20 years helping individuals create investment plans as well as helping current retirees plan income streams, Linden Investment Advisors looks forward to helping you aim for your financial goals.

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