LINDEN FINANCIAL CONSULTANTS, LLC

Overview

Linden Financial Consultants, LLC is an independent registered investment adviser operating as a limited liability company under individual ownership. The firm’s core advisory activity is financial planning, and it serves both individual and family clients as well as institutional clients. Linden Financial reports an hourly fee model rather than an asset-based fee schedule, indicating client engagements are often project- or advice-focused rather than strictly ongoing portfolio management. Investment practice leans toward using pooled investment vehicles and third-party managers rather than running proprietary funds. The firm identifies as an active ESG investor, so environmental, social and governance factors are incorporated into its selection process. While it does not present itself as a capital allocator in the sense of operating a dedicated allocation platform, it does place client capital into external mutual fund and hedge fund managers where appropriate to meet planning objectives.

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