Our Firm
What We Do
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Contact
Client Portal

Our Firm
What We Do
Stories
Contact
Client Portal

Let’s Talk!

I am very excited to work with you and help you take your first steps on your financial journey!

Name

Email

Phone

Why are you reaching out for financial planning services?

How soon do you want to get started?

Matthew Lincoln

Richard Leake

Office@CadencePlanningLLC.com

+1 301-371-5104

Media Mentions and Industry Involvement

Matthew Lincoln is Quoted in the Wall Street Journal:
"Tax-Loss Harvesting Comes With Hidden Risks"

Matthew Lincoln is Quoted in the Wall Street Journal:
"How a Part-Time Job Can Affect a Retiree’s Finances"

Matthew Lincoln was a Presenter at the 2024 ACP Conference:
"Sweat the Small Stuff: Tough Questions to Consider When Reviewing a Client's Tax Return"

Matthew Lincoln is a Member of the Maryland Society of Accounting & Tax Professionals

Matthew Lincoln is a Member of the Maryland Society of Accounting & Tax Professionals

Matthew Lincoln is a Featured Guest on the Retirement Tax Services Podcast:
"A Single Industry, The Client’s Financial Well-Being"

Matthew Lincoln Presented at the 2023 Alliance of Comprehensive Planncer Annual Conference:
"Optimizing Taxes for Retirees Who Consult Post Career"

Matthew Lincoln, CFP®, EA

Bart Leake, CFP®, CMT®, EA

Office@CadencePlanningLLC.com

Address

MD - 5205 Chairmans Ct. Suite 204, Frederick, MD 21703

IL - 500 West Madison Street, Suite 1000, Chicago, IL 60661.

Cadence Planning Chicago

Phone

+1 301-371-5104

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.

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