• Barron’s has ranked Stephen Thomas among America’s 
Top 1,000 Financial Advisors every year since 2009
    Barron’s has ranked Stephen Thomas among America’s
    Top 1,000 Financial Advisors every year since 2009
  • Your private wealth management team includes certified financial planners and analysts reporting and managing your expectations using some of the industry’s most in-depth research tools
    Your private wealth management team includes certified financial planners and analysts reporting and managing your expectations using some of the industry’s most in-depth research tools
  • Our private wealth management solutions deliver specialized investment strategies that help our clients' achieve their distinctive goals
    Our private wealth management solutions deliver specialized
    investment strategies that help our clients' achieve their distinctive goals
  • As independent financial advisors, we have a continuous commitment to delivering superior customer service and exceeding our client’s expectations
    As independent financial advisors, we have a continuous commitment to delivering
    superior customer service and exceeding our client’s expectations

Private Wealth Management

Barron's Top 1000 Financial Advisors

Independent Financial Consulting
Linden Thomas and Company
Charlotte, NC

At Linden Thomas and Company, we strongly believe that our clients’ needs must always come first. As a top private wealth management firm, we advise our clients based upon their needs and our ability to help meet those needs independently. Our financial consulting approach allows us to really listen to what matters to our clients.

By acting in our clients’ best financial interests, we are able to help meet those needs, independently, without constraints. As independent investment consultants, we have a commitment and a responsibility to make our clients’ financial goals our highest priority.

Every year since 2009, Stephen Thomas has been ranked by Barron’s as one of the Top 1,200 Financial Advisors in America, placing him in the top 1% of the nation’s advisors with substantial practices.

Private Wealth Management

At Linden Thomas and Company, we believe a secure financial future is dependent upon a thoughtful, well-developed investment plan, followed by superior implementation, monitoring and reporting.

Contact our office for a no-cost, no-obligation, comprehensive evaluation of your current financial portfolio. 704-554-8150 or 877-554-8150.

The rankings are based on data provided by over 4,000 advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component.