Helping Secure the Financial Future of Individuals, Families, and Businesses
With over 40 years of experience in financial services, we devise customized long-term wealth management strategies, insurance solutions, and employer services.
Our Promise
Lindberg & Ripple is an independent investment and insurance advisory firm providing sophisticated Wealth Management, innovative Insurance Solutions and experienced Employer Services for wealthy families, successful executives, and business owners.
About
Lindberg & Ripple is a third-generation advisory firm that has been proudly independent since 1984. We provide the highest standards of advice and service in wealth management, insurance solutions and employer services for affluent individuals, families, executives, and business owners.
Our Services
Wealth Management
Wealth Management is comprised of three crucial elements: relationship management, investment consulting, and advanced planning. We’ve built our firm on integrating all of these services to devise comprehensive strategies.
Life Insurance Solutions
The Lindberg & Ripple team offers independent, world-class life insurance advice, free from bias or ulterior motives. Our only focus is finding the coverage that works best for your needs and those of future generations.
Employer Services
Lindberg & Ripple specializes in providing executive benefits and retirement plans that companies can take pride in—and participants can be sure of. Our customized solutions feature transparent fees and compliance steps and resources that administrators can count on.
Recent Posts
Visit the Lindberg & Ripple knowledge base for posts on the golden rules of wealth management and the latest market, policy, insurance, and investing developments.
The One Big Beautiful Bill Act: What You Need to Know and How It May Affect Your Planning
On July 4, 2025, the One Big Beautiful Bill Act became law. This wide‑ranging legislation affects taxes, deductions, credits, and other provisions that may have a direct impact on your financial strategy. At Lindberg & Ripple, we have seen how shifts in tax law can create both opportunities and challenges. While headlines often focus on a few […]
Longevity Planning: Financial Strategies for a 100-Year Life
Advancements in healthcare, nutrition, and medical technology have made it increasingly common for individuals to live well into their 90s—and beyond. As life expectancy rises, so do the financial implications of a longer retirement. Planning for a 100-year life is no longer a fringe concept. It is becoming the new reality for families who want […]
The Silent Risk in Wealth: Planning for Incapacity Before It Is Too Late
For many high-net-worth individuals and families, wealth planning tends to focus on asset growth, tax efficiency, and legacy creation. While these elements are essential, there is another equally critical area that often goes overlooked: incapacity planning. The reality is that cognitive decline, medical emergencies, or unexpected accidents can affect anyone at any time. Without a […]
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We are committed to making your wealth-generation goals a reality.
Connect with us to learn more about how we can help secure your financial future.