Stephen Thomas - Linden Thomas and Company - Barron's Top Financial Advisors

Ranked by Barron's as a Top Financial Advisor

Barron’s has ranked Stephen Thomas of Linden Thomas and Company as One of America’s Top 1,200 Financial Advisors every year since 2009

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Private Wealth Management - Linden Thomas and Company - Charlotte, NC 28202

Private Wealth Management

At Linden Thomas and Company, we strongly believe that our clients’ needs must always come first. As a leading private wealth management firm, we advise our clients based upon their needs and our ability to help meet those needs independently.

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Independent Financial Consulting - - Linden Thomas and Company - Charlotte, NC 28202

Independent Financial Consulting

We're able to recommend investments we've determined to be right for our clients. We're not directed or obligated to only offer proprietary products typical of retail firms.

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Wealth Management - Linden Thomas and Company - Charlotte, NC 28202

Wealth Management

As your independent wealth manager, our primary objective is to help you reach your financial and retirement goals.

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Strategic Wealth Management - Linden Thomas and Company - Charlotte, NC 28202

Strategic Wealth Management

We deliver Strategic Wealth Management for high net worth and ultra-high net worth investors. We understand and appreciate the unique aspects of managing multi-million dollar portfolios.

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Independent Investment Consulting - Linden Thomas and Company - Charlotte, NC 28202

Independent Investment Consulting

]With our firm you receive professional investment consulting from an entire team to help ensure every aspect of your investment strategy is personalized, monitored and adjusted as necessary to best meet your objectives.

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Independent Financial Advisor - Linden Thomas and Company - Charlotte, NC 28202

Independent Financial Advisor

Independent financial consulting allows us to analyze your specific goals and needs then recommend the best investment vehicles to help you achieve those goals.

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Personalized Wealth Management - Linden Thomas and Company - Charlotte, NC 28202

Personalized Wealth Management

Every aspect of your wealth management plan is personalized for your specific needs including fixed income bond portfolios.

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Retirement Planning - Linden Thomas and Company - Charlotte, NC 28202

Retirement Planning

Your retirement is too important to leave to chance. Our team analyzes investment opportunities, constantly monitors the performance and adjusts as necessary to help ensure we meet and exceed your expectations.

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Wealth Management - Linden Thomas and Company - Charlotte, NC 28202

Wealth Management

Wealth management is more complicated than typical retail financial advice. High net worth and ultra-high net worth investors have unique needs. We understand those needs and can help you meet your goals.

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Financial Advisor - Linden Thomas and Company - Charlotte, NC 28202
Retirement Wealth Management - Linden Thomas and Company - Charlotte, NC 28202

Wealth Management for Retirement

We help you prepare for retirement and beyond. True wealth management is not just about having enough money for retirement but creating a legacy that extends well beyond your lifetime.

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Stephen Thomas ranked by Barrons as one of America's Top Financial Advisors - Linden Thomas and Company - Charlotte, NC 28202

Ranked By Barron's as One of America's Top 1,200 Financial Advisors

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Institutional style private wealth management and independent financial consulting for high net worth and ultra high net worth investors.

Private Wealth Management

One of America’s Top 1,200 Financial Advisors

Due in part to our disciplined, institutional style approach, Stephen Thomas has been ranked by Barron’s as One of America’s Top 1,200 Financial Advisors every year since 2009.

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Independent Financial Advisor and Consultant

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

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Wealth Management for High Net Worth Investors

We can personally identify with your specific investment planning issues. We specialize in delivering Strategic Wealth Management for high net worth and ultra high net worth investors.

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Personalized Fixed Income Portfolios

We build personalized fixed income portfolios for high net worth and ultra high net worth investors allowing you to own and manage individual bonds within your portfolio.

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