Lindenwood Financial LLC of Madison

Lindenwood Financial LLC of Madison is a fee-only fiduciary financial planner in Madison, Wisconsin, serving high-achieving professionals and couples focused on retirement and work-optional lifestyles. The firm offers personalized financial planning, retirement planning, investment management, tax planning, estate planning, education planning, charitable giving, and healthcare and insurance planning. With a commitment to transparency and client-centered service, the firm operates under a fiduciary model, meaning advisors are legally obligated to act in the client’s best interest. The lead planner holds a CFP® designation and a Master of Science in Personal Financial Planning, reflecting a deep specialization in the field. The firm serves clients throughout the United States, with in-person and virtual meeting options available. It holds a 5.00 rating based on two reviews, reflecting strong client satisfaction.

The firm emphasizes a holistic, client-first approach, offering exclusive access to a curated network of specialists in estate planning, healthcare, insurance, and related fields. As a fee-only advisor, Lindenwood Financial does not sell financial products or earn commissions, ensuring advice is entirely independent and tailored to individual goals. The firm integrates tax-smart strategies into every financial plan, treating tax efficiency as a year-round priority rather than an annual afterthought. Clients benefit from the personalized attention of a small, independent firm backed by advanced technology and industry-leading tools, allowing for seamless, comprehensive financial management.

Located at 622 W Washington Ave Suite 100 in downtown Madison, the office sits just a short walk from the Group Health Cooperative Capitol Clinic and the historic James Doris Farmhouse, both about 0.1 miles away. The office is situated on West Washington Avenue, near Proudfit Street and the Mifflin Cooperative Community Mural, within the vibrant Yards neighborhood.

Lindenwood Financial LLC of Madison is recognized for its strong reputation in fiduciary financial planning, supported by a well-optimized website and consistently documented business information available online. The firm stands out in Madison’s financial services sector for its commitment to integrity, expertise, and comprehensive client care.

As a trusted advisor in Madison, Lindenwood Financial LLC helps clients retire their stress and live with purpose, offering the clarity and confidence that come from a deeply personalized, holistic financial strategy.