Trusted advice & exceptional service

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. 

Please click here to view an update to Maryland Estate Tax Law

Wondering what to do with excess 529 savings?

If you’ve saved diligently for a family-member’s education—and he or she does not need help funding education expenses—the 529 Plan savings can still be used without tax penalties. You could transfer funds for another child, niece/nephew or grandchild. Or see if room, board and textbook costs can be covered. You might even be able to pay for college credits for a qualifying gap year program. Contact us to discuss your education savings options in more detail.

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

Let's start the conversation

If you'd like to discuss anything you learn about here in more detail, please fill out the form below.

*Required fields

Meet the team

Learn more about The Linn Group.

 

Bulletin Board

Financial Consulting for Life

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