One of America’s
Top Wealth Managers

Linden Thomas and Company founder, Stephen L. Thomas, along with
his team, have been managing high net worth investors and building
efficient index portfolios for three decades.

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Our team focuses on 7 key ingredients


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We work with each investor to ensure that each portfolio meets each client’s growth and net income needs through a strategic portfolio approach.

Our team lead by Stephen L. Thomas has been recognized by the industry’s best awards. Using the best technology allows us to maximize results while at the same time reducing volatility and cost!

What sets us apart?

Maximize Index Results
Index Transparency
Control Cost
Provide Guidance
Our Awards
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Client Reviews

Developing long and lasting relationship is part of what we do. We care about our clients and they always welcome us back. Read how we helped numerous clients to gro their portfolio.


Sally Harding

star star star star star

We have worked with Linden Thomas and Co. for over 12 years. Their asset management as we positioned ourselves for retirement and then entered retirement has been outstanding.

They have devised a well balanced portfolio for us that survived the financial crisis and recovered quickly. Our assets have steadily grown even as we have been withdrawing to support our retirement.


Jim McQueen

star star star star star

I have been a client of Linden Thomas & Co. for well over ten years. They managed my profit sharing contributions prior to my retirement in 2009. Since then they have handled my and my wife’s retirement funds much to our comfort and satisfaction.

The asset allocation model that they have utilized has served us well to date, during both market ups and downs. Since I really have little or no interest nor expertise in the markets, stocks, or bonds, etc., I am glad Steve and his team is there for us.

Schedule a call with our founder

Thank you for your inquiry, we will be in touch within the next hour to schedule a time to answer your questions.

If you would like to reach us immediately Monday - Friday between 8AM - 5PM EST please call (704) 554-8150

No obligation. We take your privacy extremely
seriously, and we never sell lists or email addresses.

Contact us to speak with a representative

phone (877) 554-8150