Robert Lindstrom, CFP®, EA Provision Financial Planning

About Robert Lindstrom, CFP®, EA

Serving Baltimore, MD, Birmingham, AL and Huntsville, AL.

I wanted to be a stockbroker growing up. My grandfather gave me stock certificates for my birthday, and the stockbrokers I knew seemed to play the most golf. After the Great Recession hit in 2008, the closest I could get was a job in wealth management at a bank.

What a blessing. That job began my journey from aspiring-stock broker to Provision Financial Planning. That job led to becoming a CERTIFIED FINANCIAL PLANNER™ professional. Which led to a detour in the insurance and investment brokerage world. Which led to comprehensive Fee-Only advice. Which led to becoming an Enrolled Agent and tax planning.

I have broad experience in the financial industry, which is why I have chosen to remain a Fee-Only advisor. Fee-Only means we receive no commissions or referral fees of any kind. The only compensation we receive comes from our clients, eliminating much of the conflict of interests so prevalent in the personal finance industry and allowing us to work as a Fiduciary in your best interests at all times.

I was born and raised in Huntsville, AL and currently live in Towson, Maryland. I met my wife Laura while we were students at the University of Richmond. We have three incredible boys, Hudson, Luke and Graham, and a Goldendoodle named Louie. You can usually find all of us playing in a ball field somewhere, and hopefully on the golf course as the boys get older!

Prefer more of a resume? Please visit my LinkedIn profile.

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Ideal Clients

  • Dual Income Family
  • Family Financial Planning
  • Gen Y/Millennials
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options:

  • Monthly Fee: $300+/mo
  • Hourly Fee: $300+/hr
  • AUM: 1.00%

SEC Records:

States Registered

  • Alabama
  • Maryland

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