Linden Wealth Advisors

A Personalized Approach to Whole-Life Financial Planning

At Linden Wealth Advisors, LLC, we believe in empowering individuals and families to achieve financial success through a holistic approach to wealth management. We take a personalized, consultative approach to understand your unique goals and dreams, and craft a customized plan that aligns with your values and aspirations.

Who We Are

Elena Dixon, ChFC, CPFA, CAP, founded Linden Wealth Advisors, LLC with a vision to provide comprehensive financial guidance and empower clients to make informed financial decisions throughout their lives. With extensive experience in retirement planning, investment management, and wealth planning, Elena offers a diverse skillset to address the complexities of personal finances.

Our Services

We offer a comprehensive array of services to address all aspects of your financial life, including:

Individual & Family Planning

• Comprehensive financial planning and goal setting
• Investment management
• Retirement planning (401(k), 403(b), Roth 401(k), etc.)
• Estate and legacy planning
• Tax planning and optimization

Retirement Plan Services

• Fiduciary 401(k) plan management
• Employee financial wellness programs for businesses
• Non-profit retirement plan consulting

Institutional & Impact Investing

• Portfolio management for endowments, trusts, and philanthropic organizations

Our Philosophy

Our approach to financial planning is rooted in:

• Client-centeredness: We prioritize understanding your unique needs and goals to tailor our strategies.
• Transparency: We believe in clear and open communication throughout the process.
• Tax optimization: We leverage our expertise to minimize your tax burden.
• Sustainability: We advocate for long-term financial planning with a focus on risk management and preservation of wealth.

Our Commitment

At Linden Wealth Advisors, LLC, we are committed to providing exceptional client service, fostering strong relationships, and empowering our clients to reach their financial goals. We believe financial planning should be accessible, personalized, and designed to fit your unique life journey.

Get Started Today

Schedule a consultation with us to discuss your financial goals and explore how we can help you achieve financial success.