Who We Are

The Columbus regional planning office is part of Lincoln Financial Advisors – an independent broker-dealer with a national network of financial professionals. We provide integrated, personalized solutions and fee-based financial planning to help business owners, professionals, executives and retirees develop complex estate, business succession, retirement and investment plans. Lincoln Financial Advisors is an affliate of Lincoln Financial Group, the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Lincoln Financial Group has a proud history of helping empower people to take charge of their financial lives with confidence and optimism.

The Columbus regional planning office difference:

• Knowing what works: Our commitment to delivering an open architecture model gives you access to products and services from highly rated and recognized companies. Our Serve First, Last and Always^SM culture emphasizes our advisors’ dedication to helping clients.
• Best practice business processes: Solutions that support multiple business models – including dual registrations for Investment Advisory activities as well as B-D registration for commission based products.
• Depth & Breadth: The Columbus regional planning office supports a variety of financial products including investment and advisory products; annuities – fixed, index, and variable; long-term care products; and life insurance.
• True Independence: Core infrastructure support so that you can operate as the practitioner without the pressure of acting as a business owner. We have no production requirements or proprietary pressures.