Lincoln Investment
47yrs
Top advisor by experience at Lincoln Investment
13yrs
Based in Fort Washington, Pennsylvania, Michael Smith is a fiduciary financial advisor with 13 years of industry experience. Michael joined Lincoln Investment in 2022, after three years at Horace Mann Investors. Lincoln Investment offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 231 advisors with offices in Fort Washington, and one of 213 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?13 years in the industry
Office601 Office Center Drive Suite 300, Fort Washington, PA 19034
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$157,266
Advisors at the firm900
States licensed ?1 state
Services through Lincoln Investment
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowCapital AnalystsCurrent
- 2022 – nowLincoln InvestmentCurrent firm
- 2019 – 2022Horace Mann Investors, Inc.Previously
Contact Michael
(215) 887-8111Lincoln Investment main office 601 Office Center Drive Suite 300Fort Washington, PA 19034Office · Get directions Facebook pageLincoln Investment
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Lincoln Investment at (215) 887-8111 and ask for Michael Smith. Michael works from the Fort Washington, PA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2014, about 13 years. 13 years in the industry.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Lincoln Investment reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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