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Lincoln Fleming
Squire Wealth Advisors
Lincoln Fleming
Location:Salt Lake City, UT, 84111
Experience:13+ years of experience
Minimum portfolio requirement
(including stock grants):
Credentials/Education: CPA: Certified Public Accountant
CFP: Certified Financial Planner
Fee structure(s):Percentage of assets
Fee only
Services offered:Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Education Funding
Equity Comp. Planning
Practice and Approach
As a fiduciary, Lincoln helps clients with sophisticated tax planning, evidence-based investment strategies and thoughtful long-term wealth planning.

Lincoln previously worked in the private client groups of PwC and Goldman Sachs in San Francisco, where he advised founders, corporate executives, and other employees on their equity compensation.

Lincoln was previously an early employee and executive at a venture funded tech company, and so has personal experience with many of these issues.
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