Linder Financial Service

At Linder Financial Services, we pride ourselves on providing personalized investment guidance to our clients. With over two decades of experience, our fee-only investment advisors have helped numerous individuals and families achieve their financial goals. Our family-owned business is built on a strong foundation of trust, integrity, and a commitment to providing exceptional service.

Our History

Linder Financial Services was founded in 1993 by Bernd Linder, who had a passion for finance and investing. Bernd's entrepreneurial spirit, combined with his experience in the lighting industry, led to the formation of our firm. Since then, our company has grown steadily, expanding its services to clients in twelve states. Our team has expanded to include experienced professionals such as Marci Silverman, Lori Morell, and Tim Kriegel, who have all brought their unique expertise to our firm.

Meet Our Team

Our team is comprised of experienced professionals who are dedicated to providing personalized investment guidance. Bernd Linder, our Founder and CEO, has a strong background in finance and investing, having worked for over three decades in the industry. Marci Silverman, our President, graduated from Emory University with a degree in Finance and has extensive experience in the financial services industry. Lori Morell, our Vice President, has a strong background in marketing, research, and corporate strategy, having worked for Kimberly-Clark Corporation for over 30 years. Tim Kriegel, our Registered Investment Advisor, has extensive experience in executive financial positions, including Chief Financial Officer.

Our Services

At Linder Financial Services, we offer personalized investment guidance to individuals and families. Our fee-only investment advisors work for you, not for a brokerage or other investment institution. We take the time to understand your financial goals and objectives, and work with you to create a personalized investment plan tailored to your needs. Our services include:

• Fee-Only Investment Advice: We provide totally objective investment advice, free from conflicts of interest.
• Portfolio Management: We manage your investment portfolio, making regular adjustments to ensure it remains aligned with your financial goals and risk tolerance.
• Retirement Planning: We help you plan for your retirement, ensuring you have a secure financial future.

Why Choose Us?

At Linder Financial Services, we pride ourselves on our commitment to providing exceptional service, our extensive experience, and our commitment to your financial well-being. We take the time to understand your unique needs and goals, creating personalized investment plans that are tailored to your requirements. Whether you're seeking to grow your wealth, plan for retirement, or achieve a specific financial goal, we're here to help.