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About Us

Consolidated Financial has over forty years of experience building and preserving wealth. Our team specializes in comprehensive financial planning, tailored to the unique needs of each individual client.

This site has been prepared for information purposes only and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the US Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all fifty states.

Lincoln Investment, Capital Analysts and it's Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.

Consolidated Financial is a Michigan based full Financial Services Firm operating in 7 branches located in 5 states. Consolidated Financial tends to more than 11,000 clients with over $1,000,000,000 in assets.

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC.

Consolidated Financial and the above firms are independent and non-affiliated. Tax or legal services are not offered through, or supervised by Lincoln Investment or Capital Analysts.

*Figures are updated as of 08/01/2025.