Build your future with us
The independence you crave, the partner you deserve.
From starting your own business to growing your company, we partner with you every step of the way. We are a majority-family owned business with an award-winning culture, focused on flexibility and independence.
Exclusive opportunities for wealth management and 403(b) advisors:
- Freedom to give objective and comprehensive advice and solutions
- A business you own and control
- Client acquisition opportunities through thousands of employer relationships
I learned the business under the tutelage of my father, Thomas Watkins, Sr., who worked at Lincoln and instilled in me the company’s values and their motto: help people, have fun, make money. I’ve been doing that for 40 years and never looked back.
Thomas Watkins, Jr. MBA, AIF®, CRES
Financial Advisor
Lincoln Investment is large enough to meet the needs of me and my clients, but small enough to feel like a family. I couldn’t ask for a better group of people behind me every day.
Valerie Visconti
Financial Advisor
As a young advisor, choosing independence was a big risk, but I’m more than satisfied with the decision. Lincoln Investment gives me the flexibility to explore new ideas, customize the client experience and run the business my way.
David Pensyl
Financial Advisor
Why Lincoln Investment?
Back in 1968, our founder, Nick Forst, set out his simple philosophy for financial professional success. Simply put, people come first. Fifty-five years later, we remain majority family-owned and continue to function with a focus on individuals. To us, you’re a name, not a number with flexibility and freedom of choice. You can do business YOUR way and function independently, while knowing you can rely on the support of a trusted partner.
We invite you to join a team that values you and your clients. At Lincoln Investment, we make our relationship with you our top priority.
Your partnership with Lincoln Investment is driven by:
Resources
All the tools you need to help your clients achieve financial wellness. From calculators to plan for the future, to a variety of articles that help you explain the investing process in simple terms, we can help you manage your client’s financial life.
Join Us
The tremendous growth we’ve experienced in recent years is a result of focusing on our core competencies. With this strong foundation in place, we are in a great position to continue to grow and look to expand new partnerships with advisors like you.
For more info, please contact:
