Strengthening your financial security

Welcome

The Linn Group understands the dilemma of choosing the appropriate financial professional. We stress the importance of knowing each client personally and providing services that exceed expectations. We believe it is crucial to fully understand our client's complete financial affairs, along with their personal and financial goals, before developing a wealth management plan. We put our client's interests above all else. Our commitment to these core beliefs, coupled with our expertise, helps our clients reach their goals.


Please use downloadable directions GPS and online directions tools may give the wrong information. 


Social Media

See footer below for group’s social profiles >

We snuck away from the office for the morning to volunteer with Comfort Cases. We had the privilege of stuffing backpacks that will go to kids in foster care, providing them with essentials and a sense of comfort during tough times. It was a rewarding experience that reminded us of the power of community and compassion.

Congratulations to everyone who is graduating this month. The amount of planning and investment needed to make this happen is no small task and deserves to be celebrated!

Celebrating life and resilience on #CancerSurvivorsDay! Together let’s join over 18 million heroes advocating for advancements in cancer care. Every survivor’s journey inspires hope and action.

Proud to work with a nationally recognized teammate

At the Linn Group, we are very proud that Financial Advisor Michael Riley was named a Barron’s Top 1,200 Advisor in 2022 and 2023 and a Forbes Best-in-State Wealth Advisor in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations Michael!

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024.

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

When to start taking Social Security benefits

Social Security can be an important part of your retirement income stream. The decision about when to begin taking the benefits you have earned may have important consequences. Start them early and your monthly income will be lower than if you wait until your full retirement age. Delay them and your monthly “paycheck” will be larger. Please contact us for help determining when it may be appropriate for you to start taking social security benefits and to explore strategies for maximizing benefits for married couples.

Are you due for an insurance review?

When is the last time you have had your life insurance policy reviewed? There have been significant shifts in the insurance industry to accommodate important changes like the increasing life expectancy of our population, the reduced use of tobacco products, and significant advancements in medicine.

RBC Wealth Management has resources that provide a no cost, no obligation review of life insurance policies. Together with the firm’s internal professionals, we will review your policy to help confirm it is still adequate for your needs and overall financial goals. Contact us if you are interested in a complimentary insurance policy review.

The Linn Group - Strengthening your financial security

Read our article from The Washingtonian magazine.

Meet the team

The Linn Group team image

Learn more about The Linn Group.

The Linn Group

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Financial Consulting for Life

Please read the link below for more information about our publication in Forbes Magazine.
As Seen in... Forbes

Latest Insights

A group of people talking at a table

Redder: Updating our U.S. Recession Scorecard

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

Read more