Updated:
Lincoln Investment Planning
Lincoln Investment Planning was founded in 1967 by a group of financial professionals, though the firm’s founding principal is not publicly named.
Lincoln Investment Planning
Lincoln Investment Planning was founded in 1967 by a group of financial professionals, though the firm’s founding principal is not publicly named. The Philadelphia-based RIA has grown steadily over five decades, maintaining an independent advisory model that avoids proprietary investments. The firm’s strategy centers on holistic wealth management: it allocates client assets across mutual funds, ETFs, individual equities, and fixed-income securities, with a particular emphasis on retirement planning — including 401(k) rollovers, IRA management, and distribution planning. Lincoln Investment does not publicly disclose portfolio holdings or named co-investment deals, as its model is retail-facing rather than institutional direct-investment focused. Lincoln Investment operates solely from its Philadelphia headquarters; no additional offices are documented. The firm employs a team of advisors and support staff, though exact headcount is not public. There is no public record of recent operational events or adjacent vehicles like a foundation or operating company. The structural differentiator for Lincoln Investment is its sustained independence as a small RIA in a market dominated by large wirehouses and digital advisors. Without proprietary products, the firm’s value proposition rests on fiduciary duty and personalized service — a governance model that aligns advisor compensation with client outcomes, though succession structure and future ownership plans remain undisclosed.
General information
Firm type
RIA
Year founded
1967
AUM
Undisclosed (Altss estimate)
Location
Region
North America
Country
United States
City
Philadelphia
Corporate office
Philadelphia, PA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Lincoln Investment Planning?
Lincoln Investment Planning does not publicly name a single CIO or investment committee head. As an RIA, the firm delegates portfolio construction to individual advisors, subject to firm-wide guidelines. This decentralized model is common among small to mid-sized RIAs.
How does Lincoln Investment Planning source its investment products?
Lincoln Investment uses a mix of open-architecture mutual funds, ETFs, and individual securities. The firm avoids proprietary products, selecting investments based on third-party research and advisor judgment. The exact due-diligence process is not detailed publicly.
Is Lincoln Investment Planning structured as an independent RIA or a broker-dealer?
Lincoln Investment operates as a registered investment advisor (RIA), which imposes a fiduciary standard on all client relationships. The firm does not maintain a broker-dealer license for proprietary trading, meaning it acts solely in the client’s best interest under SEC oversight.
Does Lincoln Investment Planning offer services beyond traditional wealth management?
Yes — Lincoln Investment provides retirement planning, estate planning coordination, and tax-aware investment strategies. The firm’s focus on retirement planning is a core differentiator, covering distribution strategies and Social Security optimization for pre-retirees and retirees.
What investment stages does Lincoln Investment typically target?
Lincoln Investment does not target stage-specific investments. It manages liquid public-market assets — equities, bonds, and funds — across all market-cap segments. There is no public record of the firm engaging in private equity, venture capital, or direct real estate deals.
Which sectors does Lincoln Investment explicitly avoid?
The firm does not publicly disclose any negative screens or exclusionary policies. Given its product mix, it likely avoids illiquid alternative assets such as hedge funds, private equity, and direct real estate, as those do not align with its retail-oriented advisory model.
What is Lincoln Investment Planning’s known posture on ESG or impact investing?
Lincoln Investment does not promote ESG or impact investing as a distinct approach. The firm may incorporate ESG factors into individual portfolios upon client request, but it has no published sustainability policy or impact fund offerings.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: