Founder and Managing Principal of Linden Thomas & Company, a wealth management firm in Charlotte, NC and created in 2005. With over 35 years of experience as a financial advisor, our independent investment advisory firm caters to high-net-worth and ultra-high-net-worth clients with investable assets of at least $1 million. Linden Thomas & Company is a wealth management firm that offers high-quality non-biased investment advice. We strive to give our clients a level of attention that exceeds their expectations through service, understanding, transparency and results. The difference between Linden Thomas & Company and the traditional retail financial advisor is that we have built a team of more than a dozen (and growing) professionals including those with such designations as Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ Professional. Our team's sole objective is to deliver exceptional and independent financial consulting to each of our clients.WEALTH MANAGEMENTOur process involves a team approach to independent financial consulting with a framework that allows us to provide our clients with; * In-depth allocation and risk reviews * In-depth performance reviews * Identification and elimination of areas of investment inefficiencies that may hinder our client's long-term investment goals and objectives * Efficient deployment of our client's specific investment planINDEPENDENT FINANCIAL CONSULTINGWe have created a proprietary review and reporting process allowing our clients to clearly see how performance and allocation work together to help meet their objectives over time. The combination of our team’s experience, outside technology and our own proprietary review process, has allowed us to set a standard that sets us apart in service, transparency, and results.Being an independent financial advisor allows us to choose what we believe is the most suitable and quality investments for our clients.
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