Lincoln Sparrow Advisors (LSA) is an SEC Registered Investment Advisor originally founded by Joshua Heims and Alan Gnoinski. The firm was started out of a necessity to serve their clients with a level of service and fee based asset management not often found in the Financial Services industry. With a select group of truly Independent Advisors, we continue to grow. If you are an Advisor and you are looking for a home with a great, Dually Registered Firm, call us or click HERE for more information.
"Whats' In A Name?"
Having a client base centered in Western New York, stretching from Buffalo to Rochester, eventually led to having a number of clients who live half the year or in some cases all of the year in Florida. These clients, also referred to as "snowbirds" posed a unique set of circumstances to LSA, serving as one more impetus to found a nationally registered RIA firm. These "snowbirds" are also the reason the firm was named Lincoln Sparrow Advisors. As we learned, most sparrows do not migrate south in the winter. The "Lincoln's Sparrow" however is a particular kind of sparrow that does typically migrate from the Northeast to the Southeast every year.
LSA is a continuously growing firm as our clients tend to be great sources of referrals.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.