Who We Are

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.