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Let’s build on what you’ve accomplished

Financial planning for those who want more from their wealth.

You’ve worked hard to get where you are. But you know that there’s more to do. We can help. We are a modern wealth planning relationship offering integrated advice and strategies to help you elevate your financial potential.

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Focus on what matters most

We execute comprehensive financial plans for every phase of your life. We assist you in taking care of financial matters so you can focus on what’s most important to you—your business, your family, and your dreams

Our services are provided by CFP® & AIF® certified professionals, who strive to provide the highest level of service.
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Our holistic approach is well-suited for self-employed, executives, and business owners who need that extra edge. We focus on your financial health so you can focus your energies on achieving the balance you seek in your life.
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Most of all, we are committed to our clients. We have always and will always put your interests first.

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©Rubicon Financial Partners, 2007-2024. Advisory Services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/ SIPC. Rubicon Financial Partners and the above firms are independent and non-affiliated. Important Disclosure.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting. Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts.