Who We Are

The Lindbloom Group works with individuals, businesses, and foundations to achieve unique financial goals. We have a highly individualized approach in which we develop, implement, and monitor investment and financial strategies. Our multi-generational structure ensures that you will not have to find a new advisor during your retirement. Our Financial Advisors assume many responsibilities related to your overall investment strategy and can assist you in a variety of ways. We can help you choose the appropriate equities or fixed income vehicles in which to invest, or they can oversee a comprehensive financial plan for your family’s long-term financial goals. Being the highest standard of success in financial relationships isn’t just a corporate tagline at Janney. Our Financial Advisors develop a personal relationship with you. This means that you’ll always have someone to call when life throws unexpected changes in your direction, markets get volatile or when it’s time to re-assess your plans for your long-term goals. We will coordinate the services of a team of professionals, delivering the experience and knowledge necessary to help guide you through various investment decisions, regardless of changes to your situation.