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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.
Ethan Lindbloom, CFP® Named to Forbes 2026 Best-In-State Wealth Advisors List
“We are thrilled to congratulate Ethan Lindbloom, recognized by Forbes as a Best-in-StateWealth Advisor for the third consecutive year. His dedication to guiding clients toward theirfinancial goals exemplifies the core values of our firm. He consistently delivers personalized,comprehensive wealth management advice, and we take pride in supporting him with theresources and tools he needs to succeed,” said Kevin Reed, President of the firm’s Private ClientGroup.Source: Forbes.com (February, 2026). America’s Top Women Advisors ranking was developed bySHOOK Research and is based on in-person, virtual and telephone due diligence meetings toevaluate each advisor qualitatively, a major component of a ranking algorithm that includes: clientimpact, industry experience, client retention, review of best practices and compliance records,firm nominations; and quantitative criteria, including: assets under management and revenuegenerated for their firms. Investment performance is not a criterion because client objectives andrisk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s researchand rankings provide opinions intended to help investors choose the right financial advisor andare not indicative of future performance or representative of any one client’s experience. Pastperformance is not an indication of future results. Neither Forbes nor SHOOK Research receivecompensation in exchange for placement on the ranking. For more information, please seewww.SHOOKresearch.com. Data provided by SHOOK® Research, LLC. Data as of 6/30/25
Niki L. Gooding, CFP®, CDFA®, AWMA® Named to Forbes 2026 Best-in-State Women Wealth Advisor List
Niki L. Gooding, CFP®, CDFA®, AWMA®, Senior Vice President / Wealth Management,Financial Advisor has been named to the Forbes 2026 Best-in-State Women Wealth Advisors list.“Congratulations to Niki on being named to the Forbes 2026 Best-in-State Women WealthAdvisors list. This recognition reflects her unwavering focus on clients—providing personalizedadvice, building trusted relationships, and delivering outcomes that make a meaningfuldifference,” said Kevin Reed, President of Janney’s Private Client Group.Source: Forbes.com (February, 2026). America’s Top Women Advisors ranking was developed bySHOOK Research and is based on in-person, virtual and telephone due diligence meetings toevaluate each advisor qualitatively, a major component of a ranking algorithm that includes: clientimpact, industry experience, client retention, review of best practices and compliance records,firm nominations; and quantitative criteria, including: assets under management and revenuegenerated for their firms. Investment performance is not a criterion because client objectives andrisk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s researchand rankings provide opinions intended to help investors choose the right financial advisor andare not indicative of future performance or representative of any one client’s experience. Pastperformance is not an indication of future results. Neither Forbes nor SHOOK Research receivecompensation in exchange for placement on the ranking. For more information, please seewww.SHOOKresearch.com. Data provided by SHOOK® Research, LLC. Data as of 6/30/25. Formore information about any awards referenced, including relevant criteria, please visithttps://www.janney.com/awards-disclosures.
Our Team
At Lindbloom Gooding Wealth Partners, 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 partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term 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: Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 02, 2026
Long-Term Care Solutions at Janney
Determining a long-term care solution that best fits your needs depends on many factors. Watch our video to learn more.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
In this issue, we explore the yen “carry trade” strategy, the rate-hike cycle, and why October may be less scary than it seems.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
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