Our Philosophy

Serve First, Last and Always

Lincoln Financial Advisors Corp. philosophy – “Serve First, Last and Always” – was conceived over 60 years ago by legendary manager Stuart Smith and still drives our business today. As part of this philosophy:

  • Each client receives confidential, highly customized, personal service
  • Each financial plan is systematically reviewed to ensure it remains consistent with the client’s long-term goals and objectives, and is aligned with our changing world
  • We provide solutions and alternatives, but each client makes the final decisions about their own financial future


We believe that long-term relationships are more important than short-term gains, and will never sacrifice  the former for the latter. Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; bringing national resources together on a team that will benefit each client; and communication that builds understanding and trust – these are the key qualities of “Serve First, Last and Always.” And these are the commitments we make to each of our clients.