- Fully Comprehensive Advice
- No Obligation Intro Meeting
- Team Based Relationship
- Investment Management
- Tax Planning and Review
- Tax Preparation
- Retirement Planning
- Estate Planning
- Philanthropic Planning
- Education planning
- Business Owner Planning
- Insurance Advice
- No Referral Fees or Kickbacks
- Employee Benefit Optimization
- Government Benefit Optimization
- In-Person or Virtual Meetings
Our Other NAPFA Members
Hunt Valley, MD 21030-1353
Gettysburg, PA 17325
Robert Lindstrom is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Robert is a Certified Financial Planner™ who serves on our Financial Planning team. He works closely with our clients to help them gain clarity and confidence along the path to achieve their financial goals. He earned a business degree from the University of Richmond, where he played on the golf team. Robert still enjoys playing golf when he can, but these days he spends most of his time with his wife Laura, his son Hudson, and his dog Louie. Robert lives in the Towson, MD, area where he attends Central Presbyterian Church. His weekends are typically spent outdoors or watching Crimson Tide football in the fall.