Matthew P. Lincoln
CADENCE PLANNING
Frederick, MD 21703
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CRD#: 7526176
Professional summary
Matthew Peter Lincoln, CFP®, who also goes by Matthew Lincoln, is a registered financial advisor currently at CADENCE PLANNING, LLC located in Frederick, Maryland.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Matthew has worked at 1 firm .
Biography
Matthew is a formed high school math teacher that specializes in educating his clients in how to utilize tax planning with financial planning to understand where they are now and where they could go in the future.
Question & Answer
What are your service offerings?
Small Business Planning
Life Transitions
Estate Planning
Education Planning
Retirement Planning
Investment Planning
Social Security Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Socially Responsible Investing
Tax Planning
Do you have an area of expertise or specialization?
Business Owners
Charitable Giving
College/Education Planning
ExPat and Cross Border Issues
Federal Employees
Fixed Fee (Subscription, Retai...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Matthew Lincoln
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Mr. Lincoln is the sole member / owner of Lincoln Tax Professionals LLC since its founding in 2018. Lincoln Tax Professionals LLC is not an investment related business. The business is located at: 5205 Charimans Ct. STE 204Frederick MD 21703. Mr. Lincoln oversees the business operations and prepares taxes for its clients as the senior tax preparer. The hours are seasonal but average 20 hr/wk.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Peter Lincoln's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2021
Experience
Current
July 6, 2022 - Present
CADENCE PLANNING, LLC
Office #1: 5205 Chairmans Ct Suite 204, Frederick, MD 21703RIA
CRD#: 319663
Frederick, MD
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(7/6/2022)
Exams
Current Firm
CP
CADENCE PLANNING, LLC
CADENCE PLANNING, LLC
CRD#: 319663 / SEC#:
Illinois
Registered Investment Advisory firm - (3/26/2025 Terminated)Maryland
Registered Investment Advisory firm - (7/6/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5205 Chairmans Ct Suite 204, Frederick, MD 21703
Mailing Address
Phone number
(301) 371-5104
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 6,737,462 |
Red Flags
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Company Information
CADENCE PLANNING, LLC
CRD#: 319663Frederick, MD 21703TRUST BUT VERIFY
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