Awards
The Lindbloom Group Named to Forbes 2025 Best-In-State Wealth Management Teams List
The Lindbloom Group has been named to the Forbes best-in-state teams list for the third year in a row
The Lindbloom Group Named to Forbes 2024 Best-In-State Wealth Management Teams List
The Lindbloom Group has been named to the Forbes best-in-state teams list for the second year in a row
Ethan Lindbloom, CFP® Named to Forbes 2024 Best-In-State Wealth Advisors List
Ethan D. Lindbloom, CFP®, AIF®, CLTC, Executive Vice President / Wealth Management, Financial Advisor has been named to the Forbes 2024 Best-In-State Wealth Advisors list. “Being named as a Best-in-State Wealth Advisor is a testament to the positive impact Ethan has on the lives of his clients. We are proud to support and empower Ethan and celebrate his commitment to delivering a hyper-personalized, best-in-class wealth management experience,” said Kevin Reed, President of the firm’s Private Client Group. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Data as of 6/30/23.
Our Team
At The Lindbloom Group, our planning-focused team of wealth management professionals is committed to helping individuals, families, businesses, and foundations achieve their unique financial goals. With a highly individualized approach and a deep understanding of each client’s vision, we create customized strategies that bring financial aspirations to life.Our team make-up and dynamics set us apart — a balance of seasoned professionals and fresh perspectives. We are in the “sweet spot" of experience: established enough to offer proven insight, but young enough to bring a dynamic, forward-thinking approach. This combination allows us to stay ahead of trends while understanding the evolving needs of our clients. Our multi-generational structure ensures that we are here for you, today and in the future. We build lasting relationships that extend across generations, providing guidance that aligns with both short-term needs and long-term goals.We don’t just see ourselves as financial planners; we act as your Chief Financial Officer (CFO). Think of us as your trusted partner, always looking out for your best interests. Our goal is to foster a relationship based on knowledge, trust, friendship, and genuine care for your financial wellbeing. Open communication and mutual respect are the foundation of everything we do. When you work with us, you're not just a client — you're a part of our family. Together, we’ll chart a path to financial success, tailored specifically to you.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Our Designations
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Our Focus on You
No needs are more important than your own. At Janney, our client commitment is the same today as it has always been; for over 180 years, we've made your needs, your goals, our own.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?
Recent Event: The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 03, 2025
Get Tax Information and Forms
Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.
February 03, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
January 22, 2025
Maximize the Value of Your Business with Insights from an Investment Banker
Whether you are considering a sale in the near term or just beginning to put a plan in place, you should focus on maximizing the value of your company. An investment banker can help.
In this webinar, join members of the Janney Investment Banking team, leaders in middle-market advisory and financing solutions, to learn how a collaborative approach, in-depth industry knowledge, and sector expertise can produce positive results tailored to your needs.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.