Lindamood Financial Group began with a simple belief: financial advice should be personal, transparent, and rooted in trust.
After years in traditional broker-dealer settings, Matt Lindamood founded the firm to bring clarity and care back to financial planning. What started in a restored home on Main Street in Lebanon, Virginia, has grown to include a second office in Greeneville, Tennessee, serving clients throughout Southwest Virginia and East Tennessee.
We believe true financial planning is about more than numbers—it’s about people. Our mission is to walk beside our clients as they work toward their goals, live the lives they’ve imagined, and create legacies that last for generations. We promise to listen first, plan intentionally, and always put your interests above our own. You’ll never be treated like an account number; you’ll be treated like family.
Acting with honesty and transparency in everything we do.
Anticipating needs before they arise.
Standing by our clients with dedication and consistency.
Building relationships that last a lifetime.
Being clear and concise about everything we do.
Lindamood Financial Group and Concurrent may utilize third-party Websites, including social media Websites, blogs and other interactive content. Lindamood Financial Group and Concurrent consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Lindamood Financial Group and Concurrent retain copies of information that Lindamood Financial Group or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Concurrent and/or the securities regulators. Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Lindamood Financial Group Advisory Persons after entering into an advisory agreement and providing all requested background and account information. If you have any questions regarding our policies, please contact the Concurrent Compliance Department at compliance@poweredbyconcurrent.com.
Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Lindamood Financial Group are not affiliated companies.
Disclosures | Form CRS | Serving clients across Greeneville, TN & the surrounding Greene County area and Lebanon, VA & Southwest Virginia communities.
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