At Lindamood Financial Group, our promise is simple: we put people before portfolios. 
Families across Southwest Virginia turn to Lindamood Financial Group for guidance that feels both professional and personal. We understand the importance of planning around work, family, and long-term stability in this region. Our advisors create strategies that reflect your priorities and adapt as life changes. Every plan is designed to support lasting confidence, not short-term trends.
Is financial planning in Southwest Virginia only for people with significant wealth? No, we work with people who value thoughtful planning and want guidance regardless of asset level.
Do Southwest Virginia clients receive ongoing support after their plan is created? Yes, we provide continuous guidance and regular check-ins to keep plans aligned over time.
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.
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