Robert Lindstrom
CFP®, EA
Provision Financial Planning
Financial Advisor
Robert Lindstrom
CFP®, EA
Provision Financial Planning
Financial Advisor
Guiding You To and Through Retirement - Virtual and In-Person Meetings Available - Robert Lindstrom, CFP®, EA
Fee-Only financial planner located in Towson, MD, serving clients locally and nationwide.
Robert Lindstrom is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Enrolled Agent (EA), and founder of Provision Financial Planning, a Fee-Only financial planning firm. Provision Financial Planning focuses on guiding people to and through retirement using ongoing financial planning, investment management and tax preparation. Located in Towson MD, Provision works with clients in the greater Baltimore area, Birmingham, AL and Huntsville, AL. Provision Financial Planning works as a full-time fiduciary and never receives a commission of any kind.
Robert Lindstrom is a fee-only financial advisor at Provision Financial Planning located in Towson, MD.
I wanted to be a stockbroker growing up. My grandfather gave me stock certificates for my birthday, and the stockbrokers I knew seemed to play the most golf. After the Great Recession hit in 2008, the closest I could get was a job in wealth management at a bank.
What a blessing. That job began my journey from aspiring-stock broker to Provision Financial Planning. That job led to becoming a CERTIFIED FINANCIAL PLANNER™professional. Which led to a detour in the insurance and investment brokerage world. Which led to comprehensive Fee-Only advice. Which led to becoming an Enrolled Agent and tax planning.
I have broad experience in the financial industry, even leading a Financial Peace class at my church, which is why I have chosen to remain a Fee-Only advisor.
Fee-Only means we receive no commissions or referral fees of any kind. The only compensation we receive comes from our clients, eliminating much of the conflict of interests so prevalent in the personal finance industry and allowing us to work as a Fiduciary in your best interests at all times.
I was born and raised in Huntsville, AL and currently live in Towson, Maryland. I met my wife Laura while we were students at the University of Richmond. We have three incredible boys, Hudson, Luke and Graham, and a goldendoodle named Louie. You can usually find all of us playing in a ball field somewhere, and hopefully on the golf course as the boys get older!
Robert Lindstrom is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Provision Financial Planning focuses on guiding people to and through retirement through ongoing financial planning, investment management and tax preparation. Located in Towson MD, Provision works with clients in the greater Baltimore area, Birmingham, AL and Huntsville, AL. Provision Financial Planning works as a full-time fiduciary and never receives a commission of any kind.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Retirement Planning
- Comprehensive Financial Planning
- Tax Strategies
- Investment Management
Ideal Clients
- People focused on Retirement
- People Retiring Single
- Millionaire-Next-Door mindset
- Dual-Income Families
Working Together
- Virtual or In-Office Meetings
- No asset minimums, Quickstart Available
- Transparent Fees
- No Product Sales
Professional Designations & Affiliations
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Robert Lindstrom is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Robert Lindstrom is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Robert Lindstrom is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Robert Lindstrom is an Enrolled Agent with the IRS (Learn More)An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
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Robert Lindstrom Contributes Articles Monthly to Sixty & Me
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Robert Lindstrom is Quoted on Best Company's Blog: "HSAs and Taxes: What You Need to Know"
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Robert Lindstrom Authored an Article for Humble Dollar: "Trading Time"
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Robert Lindstrom is a Guest Writer for The White Coat Investor: "Financial Planning Implications for Solo-Practice Owners"
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Robert Lindstrom is Quoted on NerdWallet.com: "What Is a Financial Advisor?"
Contact Robert Lindstrom
Office Locations:
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100 West Road
Suite 300
Towson, MD 21204 -
7027 Old Madison Pike
Suite 108
Huntsville, AL 35806