Hello, we’re
Lincoln Investment
With over 55 years of proven industry leadership and experience in delivering investment strategies, Lincoln Investment is a leading broker-dealer. Our network has grown to over 1,000 financial professionals nationwide, and we serve the diverse financial needs of over 315,000 clients representing over $51 billion in assets.
At Lincoln Investment, we treat each client relationship as the most important part of our business. We live by our core values - honesty, integrity, respect, diversity, cooperation and a commitment to succeed - and incorporate them into everything we do.
Diversity, Equity, & Inclusion at Lincoln Investment
Our mission is to foster an inclusive environment that allows everyone to bring their authentic selves to work, feel respected and valued, and have equal opportunities for growth and success. At Lincoln Investment, we firmly believe that DEI is an ongoing journey towards a more just and equitable work environment. We are committed to doing our part, both within our organization and beyond, to create a more diverse, equitable and inclusive future.
Leadership
Lincoln Investment’s success is a result of the dedication of our leadership team and our 400+ employees.
Careers
The culture at Lincoln Investment is one that builds and encourages success. From our warm, casual office settings to the friendliness of our employees and approachable senior managers, we foster an atmosphere that reflects our respect for each other. Our commitment to building positive morale has created a Lincoln Investment family of which we are proud!
What's New
Lincoln Encourages Educators to Boost 403(b) Contributions this Summer
With summer break at hand and many teachers receiving annual raises, Lincoln encourages America’s educators to boost contributions to their 403(b) accounts, an easy way to invest in their financial future. Summer is a great time for teachers to take a fresh look at their finances. A small increase in a contribution when a raise takes effect can have a huge impact down the road. Call your Lincoln financial professional or find one near you to learn how a smart summer contribution today could pave the way for a more comfortable retirement tomorrow. Read the full press release here.
Q2 2025 Economic Review
With tariff, trade and tax uncertainty still looming, the Federal Reserve maintained its wait and see approach at the latest Open Market Committee meeting, keeping the target range for the federal funds rate at 4.25% to 4.50%. Recent data indicators suggest that economic activity has continued to expand at a solid pace. The unemployment rate remains low and labor market conditions remain solid. Read the full economic review here, including a current market perspective and longer-term view from Lincoln's Chief Investment Officer Steve Mayhew.
Add a Retirement Savings Checkup to Your Summer To-Do List
While enjoying the summer season with family and friends, take a moment to make sure you are saving enough to retire. Studies show that more than one-half of American households do not save enough to sustain their living standards. Schedule time with a Lincoln financial professional near you and ask about a retirement checkup to make sure your plan is working.
Get in Touch
It’s never too early to plan for your financial future. We can help you get started, move forward with your existing portfolio or answer any questions you may have.
