Dakota
Dakota
Book a Demo
Talk to an Expert

LincolnBridge Financial Planning

EST. AUM
$54,738,753

CONTACTS
3

CLIENT ACCOUNTS
418

Firm Details

Metro area Chicago
CRD Number 333779
Website lincolnbridgefp.com
Client types

Overview

LincolnBridge is a financial advisory firm founded by Mike, John, and Greg, with a combined 50 years of industry experience. The firm provides financial planning services, focusing on tax considerations and investment strategies. As a fiduciary, LincolnBridge does not sell commission-based products and provides long-term financial planning. The firm uses a team-based approach, with advisors specializing in various areas of financial planning and investment management.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy