Since 2000, we have worked with clients to help direct them towards the goal of attaining financial freedom.  It has been our pleasure and privilege to be the trusted advisors for hundreds of clients.  We have a passion for helping people with their investments, as well as being a resource as they live through many major milestones. 

We believe that finding an advisor you can trust to provide honest advice is how you get the best results.  Once we make sure that our expertise fits with your needs we work through our process together to build a multi-faceted plan that encompasses all of your personal needs and financial goals.  Making sure that your assets are aligned with a common strategy is how we build a plan that is in sync and ready for whatever the future might bring.

The Lineage Group is a marketing name for  securities, insurance and investment advisory services offered through Woodbury Financial Services, Inc.  Member FINRA/SIPC.

The Lineage Group

Org chart

Teams

Offices

The Lineage Group

Org chart

Teams

Offices

Related companies