John Link is guided by a simple belief: the best financial guidance starts with the best questions.
Before we ever talk about strategies or solutions, we get to know you. Your goals. Your concerns. Your family. The milestones you're working toward. That understanding isn't a checkbox - it’s what we help our client do.
Fiduciary commitment
Our obligation is to you and your best interests - full stop.
Fully customized
No cookie-cutter portfolios. Every plan is built around you specifically.
Education-first
We believe an informed mind makes better decisions. We focus on clarity, not sales.
We work with you
No account minimums (or maximums).
Let's Start with a Conversation
Tell us where you are and what you're hoping to accomplish - we'll take it from there.
OUR STORY
How we got here
John Link has spent decades helping individuals and families navigate their most important financial decisions. Over time one thing became clear to John: most people don't need more products - they need someone who will listen, explain, and stay engaged.
"Most firms grow by relentlessly adding clients. We have grown because our clients stay - and they send their families and friends. That happens when you do the right thing, every time, for every person. It is not complicated. It is just not easy." — John Link, Founder
WHO WE SERVE
Built for people planning their next chapter
We work with individuals and families who want clarity about their financial future and a partner they can trust to help them get there.
Pre-retirees & retirees
Multigenerational families
Business owners & professionals
If you value conversation over transactions, education over sales, and a plan that reflects your life – we hope you will feel at home here.
HOW WE WORK
Our commitment to staying connected
Weekly blogs
Timely topics that matter to your financial life
Monthly videos
Complex topics broken down in plain language
Regular check-ins
Personal calls and outreach - not just automated updates
Annual reviews
Revisiting your plan as your life evolves
CORE SERVICES
Two focused practice areas, one cohesive plan
We offer advisory and insurance services that are distinct yet work together to meet your needs comprehensively.
Link Wealth
Advisory & Investment Management
- Retirement planning
- Investment management
- Tax Strategies
- Legacy Planning
- 401(k) Plans
Link Financial
Insurance & Risk Management
- Life insurance
- Lifetime Income Planning
- Medicare planning