Lincoln Financial Advisors

Our Vision

At LPL Financial, we believe in empowering individuals to achieve financial clarity and secure their future. With a personalized approach and tailored strategies, we help clients navigate the complexities of financial planning and achieve their financial goals.

Our Mission

Our team of experienced professionals works diligently to:

• Empower individuals: We take the time to understand your unique needs, goals, and circumstances to create a personalized financial roadmap.
• Simplify the process: We translate complex financial concepts into clear, easy-to-understand language.
• Provide comprehensive solutions: We offer a wide range of services to address all aspects of your financial life, including investment planning, retirement planning, estate planning, and risk management.
• Maintain transparency: We believe in open communication and accountability and regularly review your portfolio and goals with you.

Who We Are

Led by Bo Edvardsson, RICP, a seasoned financial planner with deep knowledge in wealth management and retirement income planning, our team comprises experienced professionals with diverse backgrounds in finance and wealth planning. We are committed to building lasting relationships with our clients and delivering exceptional service.

What We Offer

Our comprehensive services include:

For Individuals

• Investment services: Retirement planning, Stocks, Bonds & Mutual Funds, Advisory & Managed Accounts, Asset Allocation, Review & Recommendation, Traditional IRAs & Roth IRAs, Fixed & Variable Annuities, 401(k) & 403(b) Review, Protection Services, Life Insurance, Disability Income Insurance, Estate Conservation Strategies.
• Business & Estate Planning: Charitable Giving Services, Tax-Qualified Retirement Plans, 401(k) Simplified Employee Pension (SEP), SIMPLE IRA, Money Purchase Defined Benefit, Target Benefit, Executive Benefits.

Our Approach

We take a tailored approach to financial planning, considering your individual circumstances, goals, and risk tolerance. We believe in open communication and collaboration, working with you every step of the way to ensure your financial journey is successful.

Get Started Today

Schedule a consultation with us today and take the first step towards securing your financial future.