DWA: Our Philosophy

The overriding philosophy of Lincoln Financial Advisors—the one that distinctively defines the way we do business—is "Serve First, Last and Always". The essence of this philosophy is that in all client engagements, regardless of the circumstances, we help our clients take the actions necessary to put their financial affairs in the best possible order.

The "Serve First" philosophy was conceived over 60 years ago by legendary agent and manager Stuart Smith, and it still drives the firm's, and DWA's, practice today. Conviction in what we do and sell, the courage to get our clients to take action, competency based on continuing education and training, and communication that builds understanding and trust - these are the key qualities of "Serve First". And these are the commitments we make to you when you choose to retain us.

As part of this philosophy:

  • We provide solutions and alternatives, but clients make the final decisions about their own financial futures.
  • Each financial plan is systematically reviewed to ensure it remains consistent with the client's long-term goals and objectives, and is aligned with our changing world.
  • Each client receives confidential, highly customized, and personal service.