Linden Thomas & Company

We were clients of Steve Thomas even before he started Linden Thomas over 20 years ago. Honesty, competence and dedication to his clients have always been his mission. We appreciate that the team at Linden Thomas treated us as "important" clients even when our assets were small. They still keep us educated on their strategies and actions and engage us in their investing decisions. When we were forced into early retirements due to a medical event in 2016, our confidence was validated. Even through the post COVID downturn, their personalized management has sustained us. Steve Thomas and the entire team at Linden Thomas helped us reach a place of financial security even in the face of those unexpected financial challenges and we would highly recommend them.

Jeff and Becky Kennedy

I have been using Linden Thomas & Company for over 30 years as my financial advisor and investment advisor, starting doing business early on when he went into business. I have been very satisfied with the way he operates and he has increased my net worth substantially during these years.I find Steve to be very knowledgeable about the trends going on and is able to help me with any questions I may have about my account. He has been able to hire competent people that are friendly, courteous , knowledgeable and responsive in a timely manner.
I strongly recommend Linden Thomas & Company to any one in need of ongoing finiancial guidance.

I am a retired physician and have a greater than twenty year relationship with Mr. Thomas. During my working years, my account was growing greater than my contributions. Since my retirement nine years ago, my wife and I are maintaining our lifestyle. Without contributions, drawing from the account to live on, the downturn in the economy and the volatile market, my account has not decreased in value.

The staff at Linden Thomas and Company are always friendly, helpful and professional.

Without reservation I would recommend Mr Thomas and his staff associates. I have recommended Mr Thomas to others and they have been satisfied.

R Pellegrini

Have been with Linden Thomas for 25+ years through market ups and downs. The firm’s philosophy of patience and portfolio balance has served me well. I’m happy to recommend them!

Linden Thomas is the best thing we have done financially. Our investments have grown substantially in our nearly 20 year relationship. Mr. Thomas and company are always within arms reach, as they reach out to us at least once a month and usually more to check on our needs and concerns. We have utmost trust in their advice and fidelity.

I have been a client of Linden Thomas & Co. for well over ten years. They managed my profit sharing contributions prior to my retirement in 2009. Since then they have handled my and my wife’s retirement funds much to our comfort and satisfaction. The asset allocation model that they have utilized has served us well to date, during both market ups and downs. Since I really have little or no interest nor expertise in the markets, stocks, or bonds, etc., I am glad Steve and his team is there for us.

Update (8/11/2023):
My wife and I are still with Linden Thomas & Co. after about 20 years. We are still most satisfied with Steve’s and his team’s management of our retirement funds. There have been ups and downs, including Covid, but we continue to feel financially comfortable. That’s a really good feeling these days.

Twelve years ago I received an unsolicited call from a representative of Linden Thomas & Company asking for an appointment to review my finances. With much skepticism my wife and I met with him and discussed our finances. He conducted a thorough review of our assets and presented the analysis to us. The results were startling and caused us to review our financial plans and ultimately shift all our assets to Linden Thomas. It is one of the best decisions we have ever made. Our investments have steadily grown despite market fluctuations, a monthly withdrawal and required distributions. We are confident that Steve has developed a plan for us that meets our retirement needs while providing growth of our assets. He and his staff are consummate professionals who, with great passion, courtesy and commitment, work tirelessly to maintain our financial stability.

I have been a client of Linden Thomas & Company for over 20 years. The company has been extremely professional and has managed my account much to my satisfaction. The advice and philosophy given to me has been productive. I retired six years ago and my portfolio is greater now than when I retired. My relationship with Mr. Thomas (CEO) is personal and he calls monthly to confer with me regarding my account. Mr Thomas and staff are extremely receptive to my requests and needs and are very professional. I have recommended the firm to friends and acquaintances and all are satisfied. I highly recommend Mr Thomas's financial services.

I have been with Steve Thomas and his group for several decades. Initially my money was invested amongst several different groups. Over time, based on results/fees/safeness/downside capture, I have gradually shifted my assets towards Linden Thomas & Company. I retired last year and they made the shift from accruing assets to dispensing assets seamless. Since retirement my assets have grown. At no point have I detected dishonesty or the pushing of financial products. I have found their advice sound. I recommend Linden Thomas & Company without reservation.

Have been with Linden Thomas for well over 20 years. Could not be more pleased with Steve and his entire staff. They are always friendly and punctual and are the ultimate " user friendly" company. Customized investment options and constant personal interaction are superb. Being retired, it is very comforting to have such a fine group of dedicated professionals managing your financial security. No need to compare with other companies I have worked with , this company is hands down the best! Would recommend them to anyone without hesitation, Steve and his group deserve 10 stars!

I have remained a client of Linden Thomas for over twenty years. During this time I have developed a close relationship with Steve Thomas and other members of his team. I have been extremely pleased with the portfolio management. Timely and personal communication when opportunities have arisen or adjustments advised is greatly appreciated. Portfolio reports are comprehensive and easy to digest. I highly recommend Linden Thomas without reservation.

Best regards,

John Bayard

We have been clients of Steve Thomas since 1999 and therefore with the Linden Thomas and Company since its inception. It is difficult to express how immensely satisfied and impressed we are by the frequent personal communication and excellent overall service the company provides. The consistently high level of attention, commitment, and service to the on going success of our portfolio never varied from the early "just getting started" years to where we stand proudly today. I believe their success and client praise is rooted in direct client relationships leading to sound planning based on their vast experience and knowledge in concert with client's individual needs and risk tolerance. My retired father in Florida was dissatisfied with his former financial firm and by recommendation became a client of Linden Thomas nearly a decade ago. Since then, he now enjoys complete confidence in the management of a subsequent prosperous portfolio and a personal one on one communication with Linden Thomas and Company that outmatches prior competitor. As clients, it comes to no surprise of the many national accolades Linden Thomas and Company have earned.

Ed and Melissa

I have been a client of Steve Thomas for 20 years. His sound investment advice has enabled me to retire confidently. My portfolio has grown since retiring. His recommendation to stay diversified works well through the ups and downs of the financial markets. He frequently contacts me to check on my present monetary needs. I highly recommend Linden Thomas Company.

We have worked with Linden Thomas and Co. for over 12 years. Their asset management as we positioned ourselves for retirement and then entered retirement has been outstanding. They have devised a well balanced portfolio for us that survived the financial crisis and recovered quickly. Our assets have steadily grown even as we have been withdrawing to support our retirement. They respond quickly to inquiries and we are kept in the loop of their decision making. Working with them has allowed us to enjoy retirement without worrying about our nest egg! We can highly recommend them without any reservations.

I have had Linden Thomas as my financial advisor and investment professional for many many years and I cannot say enough good things about his company, the professionals that work along beside him, and himself personally!! He is one of the finest individuals I know. His professional knowledge and expertise are superb!! He has created an extremely successful portfolio for not only me but my wife as well. She switched over to his company after being dissatisfied with another large investment group in Charlotte NC, and she has seen positive growth and has been completely satisfied and very happy with his services. One outstanding quality we admire and value so much is the absolute personal touch he gives to our investments. He often will call directly to "run something by us" before he moves on it and continually keeps us up to date on everything. We receive a detailed summary monthly and quarterly of our investments, and he is always seeking the very best for us. His advise on every detail about our future has been so critical to us as a retired couple now. He has totally managed our financial portfolio with our best interests in mind! We are delighted with his company and admire him immensely!

James and Annette Boatright

Linden Thomas and Company is nationally recognized for excellence in wealth management. As a client for many years, I have been extremely pleased with the attention given to me and my account. Mr. Thomas and his associates have an outstanding fund of knowledge in wealth management and are very diligent in applying this individually for their clients. On the basis of my experience, I give Linden Thomas and Company my highest recommendation.

In 2010 my husband & I began our association with Linden Thomas & Company. From the very beginning it was obvious that OUR financial future was of utmost importance to them. The whole staff's expertise, guidance & personal support is undeniable! Most of all, I appreciate that I am not "just another client" but someone they care about. I am extremely grateful to have Linden Thomas & Company as my advisor in today's complex world of finance!

Linden Thomas has been my financial advisor for the past fifteen years or so during both market ups and downs. Their management philosophy of asset diversification has served well not only to preserve but also grow my portfolio. I am extremely satisfied with this firm.

21 years ago I choose Steve and his firm, iLinden Thomas & Company as my investment advisor and strategist. Steve and his staff provide advice and philosophy in line with my financial goals to initiate, manage, and then provide my comfortable retirement income for the last 11 years, while maintaining and actually growing the principal amount. (I would repeat, I receive automatic monthly payments from my retirement account and the current principal amount is larger than when I began!) Steve or one of the staff touch base with me often, but I always get calls about any proposed tweaks or adjustments that might benefit the process. Recently they have added additional financial instruments that have performed well for me. I can highly recommend the firm for your investment performance needs as you prepare or need current help for retirement needs.

I have been with Linden Thomas and Co. for 15 plus years. I am beyond pleased at the professionalism, kindness, and care given to every detail of my portfolio. Keeping in tune with the current global market, Steve and his Staff allows the portfolio owner to be satisfied that every decision made is a conscientious one. The spirit of excellence and talent at Linden Thomas is unsurpassed. I am blessed to have my portfolio here.