Company Overview

Welcome to Linwood Investment Advisors, Inc. We are a boutique, independent, fee-only registered investment advisor. We offer unique portfolio solutions tailored specifically for the risk tolerance of each of our clients. Our solutions include comprehensive retirement planning and projections, 401(k) investment advisory, diversified risk-based asset allocation models and “combination” core/satellite strategies, and concentrated separately managed equity accounts. We provide investment selection and other consulting. We custody the majority of assets we manage at Schwab Institutional, Fidelity Institutional, and TD Institutional. Please contact us if you have any questions on our asset management services and thank you again for visiting our site.

Background

Linwood is a Registered Investment Advisor ("RIA") that was founded by Joe Feeley in 1995 as an investment advisory firm for high-net-worth individuals and families, and employer retirement plans. Brian Geary joined the company in 2012, continuing to grow the firm's relationships after having spent time in investment and estate advisory roles at Sanderson & Co., Courier Capital, and Ernst & Young. Connor Rosenecker joined the firm in 2019 after having begun his career at M&T Bank working in corporate finance on the bank's operating plan team. Linwood's client base spans across the entire country.

Linwood was previously rated by CNBC as a "Top 100 Fee-Only Advisor in the United States" (click here for disclosure). Linwood's advisors have extensive experience dealing with individual, family, and multigenerational wealth, and tailor a unique approach to each client's individual goals and objectives.

Linwood's Certifications

Linwood's primary advisors hold the following designations:

CFP® - Certified Financial Planner
CIMA® - Certified Investment Management Analyst
CPA - Certified Public Accountant

Each of these certifications require attainment of specialized training, successful completion of various exams, and completion of ongoing education and ethical practice requirements. Linwood abides by a "fiduciary standard" in its relationships with clients, meaning that the best interest of the clients is always of most importance to the firm.