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Matthew Peter Lincoln

Cadence Planning, LLC

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About Matthew Peter Lincoln

Matthew Lincoln is an Investment Advisor Representative at Cadence Planning, LLC. He is a Certified Financial Planner and has been working in the financial industry since 2013. Matthew is also the sole member and owner of Lincoln Tax Professionals LLC since 2018. Matthew has experience in providing financial planning, portfolio management for individuals and tax preparation services. Cadence Planning, LLC provides financial planning and portfolio management services to individuals, with a focus on high-net-worth clients. The firm has approximately $2,945,019 in assets under management, and serves 5 clients.

Firm Information

Matthew Lincoln is currently registered with Cadence Planning, LLC. Cadence Planning, LLC is an investment advisor registered with the SEC. The firm has 2 investment adviser representatives and manages approximately $2,945,019 in assets for 11 clients, primarily high-net-worth individuals. Cadence Planning, LLC provides financial planning and portfolio management services for individuals.

$2.95M

Assets Under Management

5

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Lincoln’s Registration & Firm History

MD

01/15/2025 - Present

Cadence Planning, LLC (FREDERICK MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Peter Lincoln.
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