Clarity. Confidence. Financial Guidance You Can Trust
At LincolnBridge Financial Planning, we believe financial guidance should feel clear, calm, and centered around what matters most to you. Our team helps individuals and families make confident financial decisions through planning-first advice and transparent fee-only service.
With more than 50 years of combined experience, we focus on tax-smart strategies, thoughtful investing, and planning that aligns your money with your goals and values. As fiduciaries, your best interests always come first… every conversation and recommendation is designed to support your life, not sell products.
Our collaborative structure means you benefit from the experience of three advisors working together, while still having a primary contact who knows you well. We aim to make financial planning straightforward and stress-free, so you can focus on living your life with confidence.
Why LincolnBridge?
Independent, Fee-Only Advice
As an independent advisory firm, we are not owned by a bank or brokerage company, and we do not receive commissions. Our compensation comes directly from our clients, which means our guidance is driven solely by your goals, not by products.
A Planning-First Approach
We believe meaningful advice starts with understanding your full financial life. We take a planning-first approach that connects investments, income, taxes, retirement, and legacy considerations into one coordinated strategy.
Fiduciary Standard of Care
As fiduciaries, we are legally and ethically obligated to act in your best interest at all times. We value transparency, clarity, and candid guidance, the same standard we would want for our own families.
Client-First Philosophy
LincolnBridge was built around long-term relationships. We listen first, ask thoughtful questions, and provide ongoing support so you always feel informed, cared for, and confident in your decisions.
A Collaborative Team Working for You
With three advisors partnering together, you benefit from multiple perspectives and shared expertise. We regularly consult as a team, bringing added experience, insight, and availability to your planning relationship.
Mike Barrie
Founding Partner
Mike began his career in broadcasting before transitioning into financial planning in 2014. He holds the Chartered Financial Consultant (ChFC) and...
John Bellino
Founding Partner
John holds an MBA and transitioned into financial advising to help people feel more confident about their financial decisions. He enjoys....
Greg Vogel
Founding Partner
Greg brings more than 30 years of experience in financial planning and holds the ChFC®, CLU®, and RICP® designations. He specializes in...