Lincoln Investment’s culture builds upon and encourages success. Our employees have voted us a top workplace in the Philadelphia region for 10 consecutive years! Our Palm Beach Gardens, Fla., office also received top workplace status in 2019, the first year they participated in the survey.

*Philadelphia Inquirer’s Top Workplaces ranking Lincoln Investment’s Fort Washington office #11 out of 45 mid-sized companies in the Philadelphia area; South Florida Sun Sentinel, ranking Lincoln Investment’s Palm Beach Garden office #35 out of 40 employers in the small organization category. These companies have been recognized based solely on surveys about the workplace completed by their employees. Rankings are not indicative of future performance and are no guarantee of future financial success.

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Top Workplaces 2019

Our Employees Like it Here

Lincoln Investment is majority family owned. Investment News named Lincoln Investment #2 Fastest-growing independent broker-dealers by revenue (ranked by revenue growth from 2011-2016). Rankings are not indicative of future performance and are no guarantee of future financial success. Our unique combination of growth and independence allows us to offer products and services and maintain an atmosphere where employees realize their value.

Our employees enjoy working here and tend to stay. Employees who leave often return to Lincoln because of our unique family friendly culture. Our CEO, Ed Forst, encourages prospective employees and advisors to walk through the office to experience the culture for themselves.

Our Values

At Lincoln Investment, we live by our core values – to help people, have fun and enjoy success – and incorporate them into everything we do. With these values as our framework, we continue to build our business on relationships with our clients, advisors and team members.

Help people
Have Fun
Enjoy success


With our history of helping people achieve their retirement goals, we encourage employees to save for retirement and provide a generous 401(k) match to assist them. We offer excellent health benefits, dental, life and disability insurance benefits, in addition to a generous time off policy.

Employees are encouraged to enhance their skills through continuous learning and professional development. Opportunities to attend Lunch and Learns, obtain securities licenses and formal education through tuition reimbursement are a few of the examples of how Lincoln supports employee growth.

Pre-tax medical reimbursement
Flexible health benefits
Tuition reimbursement
Favorable time-off
Life & disability insurance
Employee mentoring

Join Our Team

We hire employees who are hardworking, collaborative and are great at what they do.

Through collaboration and commitment to quality service, we break through barriers, continually improve and deliver results. Our employees find this rewarding and realize that they make a difference in the lives of advisors and their clients.

Every so often, longer hours may be necessary; however, we value work/life balance and help our employees achieve it. We value work/life balance, and help our employees achieve this balance.

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Lincoln Cares

Lincoln has a long history of charitable contribution and service to the community. Our founder, Nick Forst, was extremely generous and Lincoln employees are committed to continuing his history of giving.

Lincoln Cares is Lincoln’s service initiative, led by a group of employees, with a mission to carry on our founder’s tradition to help people and enhance the quality of their lives.

Our employees have participated in numerous charitable endeavors. For example, they volunteer to teach financial education in schools through Junior Achievement and volunteer at Philabundance, an organization leading the fight against hunger in the Philadelphia region.

Lincoln Cares Photo
Lincoln Cares Photo
Advisor Opportunities

Advisor Opportunities

We empower our advisors to succeed in this highly competitive industry and offer the flexibility and freedom of choice to conduct business your way.

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