Investment Management Designed for Real People and Real Goals

investment management

At Lindamood Financial Group, we believe investing isn’t about chasing markets—it’s about building a plan that reflects your purpose. Our advisors in Lebanon, VA and Greeneville, TN provide personalized portfolio management designed to grow with your goals and adjust as life changes. Whether you’re starting to build wealth or managing complex assets, we focus on disciplined, long-term strategies that make sense for you.

Thoughtful Investing, Built Around You

hands-on approach to managing your investments

What Our Investment Services Include

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IRAs & Retirement Accounts

We help you build long-term savings through a full range of retirement accounts—including Traditional, Roth, SEP, Simple, and Educational IRAs—each tailored to support your goals and tax strategy.
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Brokerage Accounts

Flexible, non-retirement accounts that allow you to invest in a wide range of stocks, bonds, funds, and other securities based on your goals.
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Bonds

Fixed-income investments that provide steady interest payments and help balance risk within a diversified portfolio.
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Treasury Bills & Notes

Short-term government-backed investments offering safety, liquidity, and predictable returns and government securities that provide reliable interest payments backed by the U.S. Treasury.
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Government Securities

Highly secure investments issued by the federal government to help preserve capital and generate stable income.
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 Variable Annuity

A long-term investment product that offers tax-deferred growth potential, optional income guarantees, and market-based investment choices.

Why Clients Trust Our Investment Guidance

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A Compassionate, Family-Centered Approach

From farmers and small business owners to retirees and professionals, our clients rely on us for steady, long-term results. We’ve earned that trust through consistent care and proven results across Southwest Virginia and East Tennessee.


  • Managing over $350 million in client assets
  • Serving 850+ households across Virginia and Tennessee
  • Fiduciary advisors focused on transparency and client success
  • Diversified investment strategies tailored to individual goals
  • Strong community presence and relationship-based service
  • How do you choose investments for clients?

    We start with your goals and risk profile, then build a diversified portfolio using proven, research-based strategies—not one-size-fits-all products.

  • Can you manage investments held elsewhere?

    Yes. We work with multiple custodians, allowing us to coordinate and manage accounts from firms like Fidelity, Schwab, and Millennium Trust.

  • Do you offer active management?

    Absolutely. We regularly review, rebalance, and adjust portfolios to stay aligned with your strategy and current market conditions.

  • What’s your minimum investment amount?

    We serve a wide range of clients, and many of our relationships begin with conversation—not a dollar amount. We’ll help determine the right fit for your goals.

Frequently Asked Questions