Matthew Peter Lincoln

Employer firm

Cadence Planning, LLC CRD 319663

$12.0M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → 12/2018
  Matthew Lincoln
  Frederick, MD
• 11/2018 → Present
  Lincoln Tax Professionals, Llc
  Frederick, MD
• 03/2022 → Present
  Cadence Planning, Llc
  Frederick, MD

Other Businesses

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.

Designations

• Certified Financial Planner

Other Names

• Matthew Lincoln