Linden Financial Consultants, LLC logo

Linden Financial Consultants, LLC

Updated today

Client assets under management

$0

Clients

234

16% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

117

Very High

Average account size

$0

About

Linden Financial Consultants provides fee-only, hourly financial planning and investment consultation to individuals as well as trusts, estates, foundations, charitable organizations and businesses. The firm’s scope includes cash-flow and retirement planning, education funding, insurance and estate coordination, and divorce-related financial analysis, and it does not maintain or directly manage client assets.

The firm typically employs a fundamental, long-term buy-and-hold investment philosophy that emphasizes diversified asset allocation and the use of low-cost mutual funds and ETFs, and it may prepare an Investment Policy Statement to document objectives and constraints. Engagements are delivered on an hourly, as-needed basis; clients retain implementation responsibility and the firm does not take discretionary trading authority or custody of client assets.

Distinctive features include an unusually large client base for a firm of its structure and an explicit record of serving charitable organizations and foundations, both of which are uncommon among independent advisors. Linden operates on a fee-only basis, does not use percentage-of-AUM or performance-based fee arrangements, and maintains professional affiliations and credentials that align with its consulting-focused practice.

Client services

Financial planning Investment consulting services

Expertise

General retirement planning Cash flow / budgeting Divorce financial planning College savings (529s, UTMA, etc.) General estate planning guidance

Fee options

Project-based

$180 per hour, billed in 10-minute increments

Other

Fee-only: Hourly fee of $180 per hour, billed in 10-minute increments

Main office location

Linden Financial Consultants, LLC

150 Allens Creek Rd, Ste #250

Rochester NY 14618, United States

Number of offices

1

Most active in

New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jonathon H

Series 65

Rochester, NY

Linden Financial Consultants, LLC

Jonathon Hughes is a financial advisor at Linden Financial Consultants, LLC in Rochester, NY, holding a Series 65 designation with three years of industry experience. Prior to founding Linden Financial Consultants, he worked for SPS Medical Supply Corp for 27 years. Outside of advising, Hughes is a partner in a commercial real estate venture, Hughes Highpower LLC. Linden Financial Consultants provides fee-only, hourly financial planning and investment consultation to individuals, trusts, estates, foundations, charitable organizations, and businesses. The firm emphasizes a fundamental, long-term buy-and-hold investment philosophy using diversified asset allocation and low-cost mutual funds and ETFs, without maintaining or directly managing client assets.

General retirement planning Cash flow / budgeting Divorce financial planning College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Katharine B

CFP®, Series 66

Rochester, NY

Linden Financial Consultants, LLC

Katharine Bressington is a CFP® and Series 66-licensed advisor with 13 years at Linden Financial Consultants, LLC in Rochester, NY. She has three years of industry experience and serves as a director for the Foundation for Women's Financial Education, where she is involved in financial literacy course creation and delivery. She is also a notary public. Linden Financial Consultants provides fee-only, hourly financial planning and investment consultation to individuals, trusts, estates, foundations, charitable organizations, and businesses. The firm follows a fundamental, long-term buy-and-hold investment philosophy with diversified asset allocation using low-cost mutual funds and ETFs, and it does not maintain or directly manage client assets.

General retirement planning Cash flow / budgeting Divorce financial planning College savings (529s, UTMA, etc.) General estate planning guidance
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