Who We Are

Lincoln Financial Advisors is a nationwide financial planning firm with representatives in offices across the country. Our financial professionals include  Chartered Financial Consultants, Chartered Life Underwriters, Chartered Retirement Planning CounselorsSM, Certified Public Accountants*, and other associates whose expertise encompasses the financial planning strategies that help support wealth accumulation and preservation.

Our associates work as a team to provide clients with comprehensive financial, retirement, investment, business owner and estate planning using proven strategies and state-of-the-art software. Our advisors can help clients implement financial solutions to address the unique needs uncovered during the financial planning process.

Our firm's philosophy - the one that uniquely defines the way we do business - is "Serve First, Last and AlwaysSM." The essence of this philosophy is that in all client engagements, we are committed to do whatever is required to get our clients to take the actions that are necessary to put their financial affairs in order. The hallmark of our firm has always been to deliver personalized financial plans and solution strategies to help meet the unique needs of our clients.

If this kind of partnership makes sense to you, give us the opportunity to personally discuss the benefits you and your employees will enjoy by working with us.

*Not practicing on behalf of Lincoln Financial Advisors

Our overriding philosophy - the one that distinctively defines the way we do business - is "Serve First, Last and AlwaysSM".

Our "Serve First" philosophy was conceived over 50 years ago and still drives our business today. Conviction in what we do and sell, the courage to get our clients to take action, competency based on continuing education and training, and communication that builds understanding and trust - these are the key qualities of "Serve First". And these are the commitments we make to you when you choose to retain us.

Sagemark Consulting, a division of Lincoln Financial Advisors is a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation - a Fortune 500 financial services company that offers a broad range of financial products and services. Our affiliation with Lincoln Financial Group provides depth, stability and significant resources to our advisors and clients.

With Sagemark Consulting Private Wealth Services, our clients receive the best of two worlds: the experience and financial stability of a long-standing financial institution, and the individual service that comes from having a personal financial advisor.