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 .

At a Glance

Always Fiduciary

Paid By: Fixed / Negotiated Fee

Paid By: Retainer

Min. Asset: Under $50K

Serves: Business Owners & Entrepreneurs

Services Offered

Business Services

Financial Planning

Estate & Legacy Planning

Education Funding

Retirement Planning

Investment Management

Social Security & Medicare Planning

Tax Planning

Specializations

ExPat and Cross Border Issues

Federal Employees

ESG & Impact Investing

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.

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.

Blog Corner

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^®

Certified Financial Planner

Start date: 2021

Experience

Current

July 6, 2022 - Present

CADENCE PLANNING, LLC

Office #1: 5205 Chairmans Ct Suite 204, Frederick, MD 21703

RIA

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

CADENCE PLANNING, LLC

CRD#: 319663 / SEC#:

Illinois

Registered Investment Advisory firm - (3/26/2025 Terminated)

Maryland

Registered Investment Advisory firm - (7/6/2022 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	34
AUM (Assets Under Management)	$ 12,001,493

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew P. Lincoln

Professional summary

At a Glance

Services Offered

Specializations

Biography

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Peter Lincoln's CRS (Customer Relationship Summary).

Certified licenses

Experience

CADENCE PLANNING, LLC

State Registrations and Notice Filings

Exams

Current Firm

CADENCE PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CADENCE PLANNING, LLC

TRUST BUT VERIFY

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