You create wealth. We preserve it.
Lindberg & Ripple is an independent investment and insurance advisory firm with more than 40 years of financial experience. We provide customized wealth management strategies, insightful investment consulting and innovative life insurance solutions for wealthy families, successful executives and business owners.
Plans that help your wealth outlive you.
For most of our clients, long-term success involves more than just accumulating wealth. It means leaving a legacy for those who follow. That is why our plans go beyond helping to grow your wealth, to include comprehensive estate planning and individualized life insurance options to help safeguard it for future generations.
We are here to make your life easier.
We know that financial planning can be confusing and stressful. That is why we start by listening to your needs and understanding your goals. We then structure intelligent plans built on decades of experience. In addition to helping you achieve your financial objectives, our goal is to provide a sense of financial wellbeing and simplify your life in a meaningful way.
Our loyalty is to you.
The products and services we recommend are informed by experience and sound rationale that we review with you on a regular basis. As an independent firm, we have the freedom to recommend what’s best for you – with no other motivation or any hidden fees. As your life evolves, so does your plan, because achieving your success is ultimately how we define ours.
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.
Smart Year-End Planning: Tax, Estate, and Investment Moves to Make Before December 31st
The final quarter of the year offers an important opportunity to strengthen your financial position before the calendar resets. Proactive year-end planning…
Private Equity in Healthcare: What Medical and Dental Practice Owners Should Know Before Selling
Private equity consolidation in healthcare is accelerating. For many medical and dental professionals, this wave of acquisitions represents both opportunity and risk.
Cybersecurity and Wealth: Protecting Your Financial Life in a Digital World
In an age when nearly every financial transaction, document, and communication occurs online, cybersecurity has become a central component of wealth preservation.
Connect With Us
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.