How My Story and Expertise Shape How I Help Clients: With over 30 years in the financial industry, I've developed an approach that begins with listening deeply to understand what truly matters to each client. This relationship-centered philosophy helps ensure strategies evolve alongside clients' changing priorities. I believe my experience coordinating with attorneys and accountants creates more efficient estate processes, while my background in corporate cash management, business financing, and retirement plans delivers specialized value to business owners and corporations.
What I Love Most About My Work: Building enduring, trust-based relationships is what I find most fulfilling. I gain deep satisfaction from helping clients navigate life transitions with confidence through personalized financial guidance. What drives me daily is creating strategies that align with clients' unique values and goals. The collaborative process of working alongside other professional advisors to develop comprehensive solutions brings me particular joy.
Beyond the Numbers: Who I Am Outside of Work: My passion for sports and golf provides balance and teaches lessons about patience and strategy that inform my wealth planning approach. Travel with family enriches my perspective and reminds me of what truly matters in life. My life in Hockessin with my wife Jill grounds me and reinforces the importance of family connections – a value that shapes how I help clients protect and nurture their own legacies.
Larry Lincoln is state registered in CA, DE, FL, GA, LA, MD, NC, NJ, NM, NY, OH, PA, TN, TX, WA and WI.