Build your future with us

At Lincoln Investment, we’re committed to success, we work with integrity, and we treat each client relationship as the most important part of our business. We’re majority family-owned, so no matter how large we become, we function with a focus on individuals. We’re proud to be one of the fastest-growing independent broker/dealers in the industry, and we stand out in our community as a top workplace for employees. Lincoln Investment was honored as one of the Top Work Places in 2019 in both of our home offices in Fort Washington, PA (#11 out of 45 mid-sized companies) and Palm Beach Gardens, FL (#35 out of 40 small companies).

*Philadelphia Inquirer’s Top Workplaces ranking the Fort Washington office; South Florida Sun Sentinel, ranking the Palm Beach Garden office. These companies have been recognized based solely on surveys completed by their employees. Rankings are not indicative of future performance and are no guarantee of future financial success.

Investment News named Lincoln Investment #2 Fastest-growing independent broker-dealers by revenue (ranked by revenue growth from 2011-2016).

Lincoln Investment delivers the tools, resources and investment options I need for my clients, along with an environment that makes me feel valued, appreciated and respected.

John Smith Kelly Larkin, CFP®
Financial Advisor

Why Lincoln Investment?

As a full-service financial services firm, we empower our advisors to succeed in this highly competitive industry with the quality products, services, and support you need to take your business to the next level—while offering you the flexibility and freedom of choice to conduct business your way.

Your partnership with Lincoln Investment is driven by:

Personal Touch
Advisor Support


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.

Explore Resources

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:

Tom Lakatos

Tom Lakatos

Vice President, Branch Development

(800) 242-1421 x4657