Linden Wealth Advisors, LLC, serves clients in New Haven and the surrounding communities. It offers a wide variety of services, such as charitable gift planning, family wealth transfers, investment management, and retirement strategies. Moreover, it provides cash balance plans, expense benchmarking, fiduciary training, pension risk transfers, and restatement guidance. Elena Dixon, its founder, holds various designations, including as a Certified Plan Fiduciary Advisor and Chartered Financial Consultant. She has also served as the president of the Society of Financial Service Professionals' Board of Directors.
157 Church Street
New Haven, CT 06510