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Welcome, I'm Gerry Downey, a fiduciary who will put your financial interests first.

Three reasons to work with a fiduciary:

Trust. Your interests always come first
Fairness. We never accept commissions
Integrity. Conflict-free advice

HSA Contribution Limits Higher in 2022

Submitted by LWM | Linden Wealth Management LLC on May 24th, 2021

HSA Contribution Limits Higher in 2022

Understanding The Basics of Exchange-Traded Funds

Submitted by LWM | Linden Wealth Management LLC on May 19th, 2021

Thinking about where to invest your money can be overwhelming and confusing, especially for those unfamiliar with all investing options. If you'd like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can potentially give you the best of both worlds. Here are some key things to know about ETFs before investing.

Preparing for an Early or Unexpected Retirement

Submitted by LWM | Linden Wealth Management LLC on February 10th, 2021

More Americans are retiring earlier than you might think.

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Home

Welcome, I'm Gerry Downey, a fiduciary who will put your financial interests first.

Three reasons to work with a fiduciary:

Trust. Your interests always come first

Fairness. We never accept commissions

Integrity. Conflict-free advice

HSA Contribution Limits Higher in 2022

Understanding The Basics of Exchange-Traded Funds

Preparing for an Early or Unexpected Retirement

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