Who We Are
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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Awards
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.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Girls On The Run - Metro Richmond
Girls on the Run has fun, evidence-based programs that inspire participants to recognize their inner strength, increase their level of physical activity, imagine their possibilities, and confidently stand up for themselves and others.
Cadence Theatre
The mission of Cadence is to transform and educate our community by developing talent and presenting contemporary theater and film works that uplift the spirit, challenge the mind, and honor both our individuality and shared humanity.
Richmond Symphony Orchestra
The Richmond Symphony performs, teaches, and champions music to inspire and unite our communities.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
