Lincoln Investment Planning:
Supporting Financial Advisors Primarily Serving the 403 (B) Plan Market

Recently Released!!!
Date Published: May 29, 2014
Summary PPT Deck: 20 Slides
Reference PPT Deck: 129 Slides

Lincoln Investment Planning was founded by Nick Forst in 1968 and is based in Wyncote, PA. The company serves 2,000 institutional clients, generates $167 million revenues, and is led by its CEO Ed Frost. Its web sites can be found at &

Lincoln Investment Planning's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Target Market Defining Phase
  • Middle Phase
  • Acquisitions Phase
Its profile includes the key statistics of the firm, including its number of employees, institutional clients, revenues, & net profits.
Its profile includes detailed outlines of its core businesses:
  • Lincoln Investment Planning
  • Capital Analysts (RIA)
And its profile concludes with the highlights of its organizational structure & ownership.

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