John Lindsay*

Financial Advisor

Phone: 410-821-2920 x229
Fax: 410-821-2930
E-mail: jlindsay@htk.com

John serves as a financial services representative with Capital Financial Partners, LLC in Hunt Valley, MD. Capital Financial Partners, a risk-based financial services firm, is recognized by their individual and corporate clients for quality advice, effective implementation, and superior service. Dedicated to the highest ethical standards, Capital Financial provides comprehensive financial and insurance services. The focus is on helping clients achieve security, independence and on building long-term relationships founded on mutual trust and respect.

As an advisor, John specializes in working with individuals and local businesses, helping them in areas such as investments, asset allocation, insurance, retirement planning, estate planning, college funding, and executive benefit planning. John meets with clients to review their current financial situation and discuss their long and short term objectives. John and his team will analyze a client’s data and present strategies that are appropriate and well suited to help meet a client’s unique financial situation.

As clients’ lives change, so do their goals and objectives. Once strategies have been selected and implemented, clients are provided lifelong service through periodic reviews designed to ensure each client’s strategy remains consistent with their ever changing goals and objectives.

John, a graduate from Washington and Lee, utilizes his education in economics, accounting, and business to provide the foundation for his advice. Working within a team environment at Capital Financial Partners, John is able to ensure the highest quality of planning and financial efficiency for his clients.