Lindsey Planning Group is an independent financial services firm dedicated to helping clients achieve their long-term financial goals. They offer a personalized, client-centric approach to wealth management, encompassing retirement planning, investment strategies, risk management, and estate planning. The firm operates as an office of LPL Financial, leveraging the resources of a large broker-dealer while maintaining its independence to provide tailored advice and strategies suited to each client's unique circumstances and objectives.

Founded in

United States