Linden Thomas & Company

Linden Thomas & Company is a financial planner in Charlotte, NC. The firm provides private wealth management services to high net worth individuals, specializing in institutional direct portfolio management through individual securities. With over 39 years of experience, the firm focuses on building efficient portfolios tailored to client growth and needs.

The firm was established by founder Stephen L. Thomas, who transitioned from working with large Wall Street firms to creating an independent broker-dealer and investment firm. The team includes industry experts, including CFPs, CFAs, FPs, and FAs, who work together to assist clients with planning and navigating retirement. Their approach, known as Institutional Direct, utilizes eight principles to enhance investor results and aims to remove unnecessary layers of fees often found in third-party mutual funds or ETFs. The firm is committed to delivering objective and disciplined investing for wealth accumulation, protection, and asset transfer.

Located on North Tryon Street, the office is a short drive from the Levine Museum of the New South and Discovery Place. The business is situated near the ImaginOn - The Joe & Joan Martin Center public library and First Ward Park, and is close to the Brookshire Freeway.

The business maintains thorough, well-documented information online, and its website is well-optimized for search engines.

Linden Thomas & Company provides specialized wealth management and efficient portfolio strategies for clients in Charlotte.

Services:

• Institutional Direct
• Portfolio Management
• Private Wealth Management
• Retirement Planning
• Yield Focused Private Fixed Income