Trust is at the core of everything we do, and building that trust starts with an open and honest conversation.
We’ll work to understand your goals and objectives, your values, how you built your business and your vision for the future. We’ll then share our vision, how it aligns with your goals, and how we can best partner with you and other like-minded professionals to build a successful long-term business.
Once we’re aligned on values, vision and objectives, we’ll focus on deal structure and long-term priorities built around four fundamental objectives:
a competitive valuation for monetizing the business that you and your team have built.
owners and key employees with an opportunity to maintain an interest in the long-term success of the larger organization.
with partners to build a culture that empowers your existing team to grow, thrive and participate in the organization’s continued success.
your clients continue to benefit from the highest fiduciary standards while also enjoying the accretive benefits of expanded subject matter expertise and the additional value-added services that come with a larger enterprise.
The independent RIA space continues to be the fastest growing segment of the financial services industry, consolidating at a record pace. Keeping up with this landscape requires strategic change and a vision that goes above and beyond. Where many others are focused on the short term and see only dollars and cents, we look further and see opportunity grounded in talent and relationships. Simply put, we are building for the next generation, not the next transaction.
We believe that successfully meeting the needs of current and future clients requires long-term commitment to attracting and developing people. It requires collaboration, diversity of thought and a pledge to work together to develop a platform focused on driving scale and efficiency so client-facing professionals can invest in what they do best: serving clients. It also requires a business model in which the entrepreneurs of today and
tomorrow are granted the opportunity to succeed.
We’ve been serving this industry for nearly 40 years. And we can say with assurance that, yes, there is a transition in your future. Taking the time—now— to realize the benefit of what you have built is important. Equally important is the future of your organization and your team, as well as your ability to deliver on the commitments you have made to your clients. Preparing for this transaction is about your future partners. It’s about providing an opportunity for aspiring leaders and entrepreneurs, meeting the growing needs of your clients, and continuing to operate in a culture that allows you to do your best work.
Our firm was founded on trust and a reputation that has been built over a combined four decades of being in the people and relationship business and excelling in the RIA industry.
Let’s have a conversation.
Lincoln Investment Planning, LLC Announces Agreement with Transcend Partner Group
Transaction Supports a Commitment to Deliver an Industry-Leading RIA Platform
Fort Washington, PA - Lincoln Investment Planning, LLC (Lincoln Investment), a leading full-service broker-dealer and registered investment adviser (RIA) founded in 1968, today announced it is joining forces with Transcend Partner Group (Transcend), a national consolidator of registered investment advisers. Transcend will be a subsidiary of Lincoln Investment Capital Holdings, LLC, the parent company of Lincoln Investment.
Transcend's partnership with Lincoln provides a unique, long-term/private capital structure that supports a commitment to delivering an industry-leading RIA platform and creates an enduring enterprise for generations to come. Transcend provides a differentiated solution for founders and owners and next generation talent, serving the expanding needs of investors.
"Lincoln Investment is focused on serving investors and enhancing our capabilities as their needs grow. We have been interested in opportunities to work with advisors to deepen relationships with existing clients and continue to attract new ones," said CEO and President Ed Forst, Lincoln Investment.
Transcend is led by co-founder and CEO Scott Rister, who brings a 20-plus-year track record of leadership and relationship management within the RIA industry. Prior to starting Transcend, Scott served as president, Budros, Ruhlin & Roe, a $3.5 billion RIA. He previously held multiple senior roles at Charles Schwab & Co., Inc. including vice president and general manager, Schwab Compliance Solutions, and several senior roles within the advisor services division of Charles Schwab.
Rister is joined by co-founder and President Paul Stetz, who brings the experience of having served in many sectors of the RIA industry. Among his roles, Stetz was chief operating officer of Fairport Wealth ($3.3B in AUM), a managing director in the M&A group of Mercer Advisors, one of the leading acquirers within the space, and held regional sales and relationship leadership roles at both Fidelity Institutional and Schwab Advisor Services.
"We were looking for an RIA solution and found it in Transcend," added Forst. "We are excited to welcome Scott and Paul to our leadership team. They bring deep relationships across the RIA ecosystem and proven executive leadership to oversee the success of the new business."
Rister and Stetz started Transcend in early 2022 with a focus on bringing a differentiated solution to the M&A space and partnering with like-minded growth-focused firms that share their values and passion for culture and talent.
"Joining forces with Lincoln provides us with a trusted partner, that shares our vision for the RIA business rooted in talent, relationships and fostering the entrepreneurial spirit,"said Rister. "With immediate access to private long-term capital and an operating infrastructure, this partnership accelerates our strategy for building a business that offers RIAs a holistic wealth management platform. Advisors under Transcend maintain a high level of autonomy to manage their business and serve clients in the way they do best."
DeVoe & Company introduced Transcend to Lincoln Investment.
About Lincoln Investment
With over 50 years of proven industry leadership and experience in delivering investment strategies, Lincoln Investment is a leading broker-dealer. Its network includes over 1,000 financial professionals nationwide. The company serves the diverse financial needs of over 355,000 clients representing $49 billion in assets. Lincoln has been voted one of the Top Workplaces in the Delaware Valley for the 13th consecutive year.