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Our Firm's Philosophy: Serve, First, Last and Always(SM)

The reason I choose to affiliate with Lincoln Financial Advisors is due to the firm’s philosophy – “Serve First, Last and AlwaysSM” – was conceived over 60 years ago by legendary advisor Stuart Smith and still drives our business today.

As part of this philosophy:

  • We provide solutions and alternatives, but each client makes the final decisions about their own financial future
  • Each financial plan is systematically reviewed to ensure it remains consistent with the client’s long-term goals and objectives, and is aligned with our changing world
  • Each client receives confidential, highly customized, personal service

Abundant intellectual capital is one of our greatest strengths. Our firm’s resources are managed nationally, but deployed regionally and locally. Because we provide a deep level of expertise and resources, I receive consistent, high quality functional support that enables me – and ultimately you – to receive the very best thinking our firm has to offer.

I believe in providing my clients with clarity and solutions that help meet their needs. I believe that long-term relationships are more important than short-term gains, and I will never sacrifice the former for the latter. Conviction in what I do; the courage to get my clients to take action; competency based on continuing education and training; bringing national resources together on a team that will benefit each client; and communication that builds understanding and trust – these are the key qualities of “Serve First, Last and AlwaysSM.”  And these are the commitments I make to each of my clients.

"Our outstanding prestige with our clients today and our superiority over others in the business rests on the depth and quality of our work. It rests on our ability to focus on the interests of our clients and to solve their problems." -Stuart Smith, 1947