FORT WASHINGTON, PA — Lincoln Investment Planning LLC has added financial advisors Curtis Wilcox and Paul Niemiec to its broker-dealer and registered investment adviser platform as part of an expansion of its advisory network.
Wilcox and Niemiec, who previously advised on approximately $250 million in client assets, joined the firm from Corebridge Financial and will operate as Blue Harbor Wealth Management.
The advisors were introduced to Lincoln Investment through WealthGuide Advisors, a group affiliated with the firm.
Wilcox has more than 18 years of experience in financial services, focusing on long-term investment strategies and financial planning. Niemiec works with clients on tailored wealth management strategies.
Khai Le, managing partner at WealthGuide Advisors, said the advisors align with the firm’s approach to client service. “Their dedication to delivering high-quality financial advice and long-term relationships makes them an excellent addition,” he said.
Wilcox said the transition provides access to additional planning resources and technology. “Being independent allows us to focus on our clients’ needs by offering quality client service and providing tailored strategies,” he said.
The team will focus on comprehensive financial planning, retirement planning, and investment management.
Lincoln Investment’s network includes more than 1,000 financial professionals managing over $55 billion in assets.
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