Lindenwood Financial LLC of Madison

Lindenwood Financial LLC of Madison is a Financial Planner in Madison, WI. The firm provides personalized financial planning, retirement planning, investment management, tax planning, education planning, estate planning, charitable giving, and healthcare insurance planning. It serves high-achieving individuals and couples, as well as those seeking work-optional lifestyles, under a fee-only fiduciary model. The practice does not sell products or earn sales commissions. The lead financial planner is a CERTIFIED FINANCIAL PLANNER professional with a Master of Science degree in Personal Financial Planning. Clients receive access to a curated network of specialists in estate planning, healthcare, and insurance, with the firm acting as a central point of contact. Tax planning is treated as a continuous, year-round strategy integrated into broader financial management.

The office is located at 622 W Washington Ave Suite 100 in downtown Madison. It sits on West Washington Avenue, about a quarter of a mile from the Group Health Cooperative Capitol Clinic and the James Doris Farmhouse. The firm is also within a short distance of Proudfit Street, the Mifflin Cooperative Community Mural, and The Yards neighborhood. Clients can meet in person or via secure virtual meetings, and the firm can serve clients anywhere in the United States.

The business holds a rating of 5.00 based on 2 reviews. This positive rating reflects the experience of the customers who have provided feedback.