The Lindbloom Group | Richmond, VA | Financial Advisors

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 are designed to 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 allows us to be here for you, today and in the future. We build lasting relationships that extend across generations, offering guidance that aligns with both short-term needs and long-term goals.

Our team was recognized as Forbes 2023, 2024, and 2025 Best-in-State Wealth Management Team.

Awards

The Lindbloom Group Named to Forbes 2026 Best-In-State Wealth Management Teams List

The Lindbloom Group has been named to the Forbes 2026 Best-in-State Wealth Management Teams list. “We are thrilled to congratulate The Lindbloom Group on this achievement. Their recognition as a Forbes Top Wealth Management Team highlights the high standard of personalized wealth management advice they deliver and the leadership they bring to their clients and our firm,” said Kevin Reed, President of Janney’s Private Client Group.Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: 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 team, 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.

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

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. ... Read more. Read less.