Personalized planning for your financial goals

At Linden, our name was chosen with intention, inspired by the linden tree. Long associated with protection, resilience and enduring connection, it reflects the heart of our practice – a calm, steady presence committed to helping you achieve your goals.

We believe financial planning is about more than numbers. It’s about people, priorities and independence. We take the time to truly understand what matters most to you – your goals, your values and the life you envision. From that foundation, we design thoughtful, personalized strategies that are designed to support long-term success.

Over time, our role becomes more than just offering advice. We become a reliable partner, helping you move forward with clarity in times of change, reassurance in moments of uncertainty and confidence in every decision ahead.

A pragmatic approach to wealth management
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Nurturing wealth so you can live a longer, better life.
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Understanding the challenges women face and how to help.
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Helping you and your family prepare for the coming years in retirement.
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Advocating for your financial goals, as well as for all the greater goals your finances can make possible.
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Charlene K. Dolan

Charlene K. Dolan,

CFP®, AIF®, AIF® Financial Planner & Investment Adviser Representative
Danielle S. Holmes

Danielle S. Holmes,

CRPC®, AIF® Financial Planner & Investment Adviser Representative
John R. MacDonald

John R. MacDonald,

ChFC®, AIF® Financial Planner & Investment Adviser Representative
Focus on Financial Freedom®—
with clarity, confidence, and a trusted partner by your side.
Always here for you

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Linden Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

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