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ClaimCLIENT SUCCESS MATTERS.
At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets. We do this by creating and implementing strategies tailored to the unique financial goals of each client. We are driven to provide clients with uncluttered, clear, professional advice to enhance their quality of life and lead them to a sustained, accountable investment solution.
Our team consists of financial planners, portfolio managers, analysts, fixed income and equity traders, and retirement experts with over 100 years combined experience working with clients to help them plan and aim to maximize results with investable assets. Each one of our team members is here to add a layer of expertise and support by helping each client meet their needs both prior to and during retirement.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
10 - 49
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Locations
Charlotte, NC
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Year founded
Founded 2004
1 Locations
- Charlotte , NC
Service Lines
- Financial Consulting
- 10%
Select Focus Area
- Commercial Financing Focus
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- Financial Advising & Planning
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- Funding & Investment Focus
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- Private Equity
- 100%
Industries
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Clients
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