# Lincoln Investment

Lincoln Investment is a Bank / Wealth / Trust based in Fort Washington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fort Washington, United States
- **Region:** North America
- **Address:** Fort Washington, PA, United States
- **Founded:** 1968
- **Assets under management:** Undisclosed
- **Website:** lincolninvestment.com
- **LinkedIn:** https://www.linkedin.com/company/lincoln-investment-planning

## Regulatory record

- **CRD number:** 519
- **SEC file number:** 801-14059
- **Registration status:** Registered
- **Reports private funds:** No

## About

Founded in 1968, Lincoln Investment is a wealth management and registered investment advisory firm headquartered in Fort Washington, Pennsylvania. The firm advises individuals, high-net-worth families, and businesses, with a focus on financial planning and portfolio management. Its longevity grants it visibility across multiple market cycles that younger advisory platforms cannot yet claim. Lincoln Investment delivers financial planning and investment advisory services, encompassing retirement planning, education funding strategies, and asset allocation. The firm operates within the traditional broker-dealer and RIA framework, utilizing a network of financial advisors to distribute its services. Its investment approach integrates planning with portfolio construction, a model that serves the mass-affluent and high-net-worth client segments it has cultivated over decades. The firm is headquartered in Fort Washington, with its footprint concentrated in the Mid-Atlantic region. The organization has not publicly disclosed structural vehicles such as affiliated private funds, philanthropic arms, or institutional separate-account mandates. The most notable structural characteristic of Lincoln Investment is its endurance as a privately held advisory platform in a period of aggressive industry consolidation. While competitors have been absorbed by private-equity-backed aggregators, Lincoln Investment has maintained its independent operating posture, serving a defined geographic footprint through a familiar distribution strategy that privileges advisor-client relationships over institutional brand marketing.

## Questions

### How is Lincoln Investment structured from a regulatory standpoint?

Lincoln Investment is a registered investment advisor. This status subjects it to fiduciary obligations and SEC oversight distinct from a pure broker-dealer model, though it has historically operated at the intersection of advisory and brokerage services.

## Related profiles

- [Lincoln Institute of Land Policy](https://altss.com/profile/lincoln-institute-of-land-policy)
- [Lincoln National Corp.](https://altss.com/profile/lincoln-national-corp-lnc)

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Updated: 2026-08-11T02:43:31.692Z

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