# Lincoln Investment Planning

Lincoln Investment Planning is a RIA based in Philadelphia, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Philadelphia, United States
- **Region:** North America
- **Address:** Philadelphia, PA, United States
- **Founded:** 1967
- **Assets under management:** Undisclosed (Altss estimate)
- **Website:** lincolninvestment.com

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Financial Services
- Wealth Management
- Retirement Planning

## 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.

## Related profiles

- [Elizur](https://altss.com/profile/elizur)
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Last updated: 2026-06-03T20:00:00.000Z

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