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 investment consulting services.
Our Promise
Lindberg & Ripple is an independent investment and insurance advisory firm providing sophisticated Wealth Management, experienced Investment Consulting and innovative Insurance Solutions 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, investment consulting, and insurance solutions 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 Enduring Strength of the 60/40 Portfolio: Why Balance Matters Now More Than Ever
In a market defined by volatility, uncertainty, and ever-changing headlines, it is easy for investors to get caught up chasing the latest trends or focusing solely on domestic markets. However, time-tested strategies often prove to be the most resilient—and few strategies have stood the test of time like the classic 60/40 portfolio. A 60/40 portfolio […]
Concentrated Portfolios Are Getting Hit — Diversification Is Your Best Defense
In today’s volatile market environment, diversification remains a cornerstone of prudent investing. Recent market data underscores the importance of spreading investments across various sectors to mitigate risk and enhance potential returns. The Tech Sector’s Outsized Influence A glance at the S&P 500 heat map reveals that while many sectors are experiencing modest gains or slight […]
Growth vs. Value: A Market Perspective from DFA
The recent DFA meeting shed light on an important market narrative—one that often gets misinterpreted. While growth stocks have had
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