Firm Press Coverage

Media Contact

Andrew Hinkle
Sr. VP - Sage Marketing
Phone: (800) 440-2587 Ext. 102

July 6, 2016 – Christina Lindsey Orta, of Lindsey and Lindsey Wealth Management is quoted in "Paying for publicity: Is it worth the cost?" in FinancialPlanning magazine.

June 9, 2016 – Christina Lindsey Orta is quoted in an article, "What to Consider If You May Depend on Medicaid for Nursing Care," in US News & World Report.

May 12, 2016 – John C. Lindsey of Lindsey and Lindsey Wealth Management is quoted in this article, How to Use Self-Employment to Cut Your Taxes in Retirement, in US News & World Report.

April 5, 2016 – John Lindsey quoted in Obama’s Conflict-Of-Interest Rule Could Rattle Edward Jones, An Investment Giant.

March 28, 2016 – John Lindsey quoted in “Fines Triple As FINRA Focuses On Suitability.”

January 27, 2016 – Securities America, Inc. Names John Lindsey to Advisory Council

1-25-16 – Christina Lindsey Orta of Lindsey and Lindsey Wealth Management is quoted in Millennials Are Wary of Debt, Unthinkably Optimistic About the Future

November 29, 2015 – Not having open conversations with your children about money and financial matters is one of the biggest mistakes parents can make, said John Lindsey, who has three grown children.

October 13, 2015 – With the astronomical costs of childcare across the country, advisor and mom-to-be Christina Lindsey Orta suggests savings for childcare, even before baby is born.

September 19, 2015 – John Lindsey offers wise counsel about how to save in this piece on “Retirement Fund or Emergency Fund: Which Do I Save for First?”

March 11, 2015 – Profile of John Lindsey on going independent and building a father-daughter team in the face of non-compete litigation from his longtime firm, Edward Jones.

March 10, 2015 – John Lindsey says that the benefits far outweigh the drawbacks of rolling over your 401(k) to your new employer.

March 6, 2015 – It’s a lot easier if you have one person in the household that has good credit, as opposed to both people in the household with bad credit, said John Lindsey, of paying off your spouse’s debt.

March 2, 2015 – Emotions should not dictate Investment Choices. John Lindsey couldn't agree more. (A nice profile of Lindsey & Lindsey, scroll to page 42-43).

December 31, 2014 – John Lindsey makes a New Years’ Resolution to have a bigger staff to grow his practice by 25% and maintain the same level of service for his clients.

December 24, 2014 – John Lindsey was a panelist in a financial services industry webinar on why financial advisors who are working in a wirehouse should consider going independent like he did.

November 25, 2014 – Top financial advisors know that working at their productive best is essential is they are to build and maintain momentum. John Lindsey shares how he stays sharp.

November 12, 2014 – John Lindsey talks about why he left Edward Jones and their "borderline toxic culture".

August 4, 2014 – ThinkAdvisor’s Janet Laveaux reports on Christina Lindsey Orta joining Lindsey & Lindsey as part of a trend of wealth firms adding independent and wirehouse reps to their staff.

July 31, 2014 – ThinkAdvisor announces that Christina Lindsey Orta has joined Lindsey & Lindsey as Vice President.

May 2014, 2014 – Wealth Professional magazine’s Maggie Crowley profiled John Lindsey and his successful transition to becoming an independent financial advisor.   

April 2012, 2014 – Financial Planning’s Anne Marsh reports on John Lindsey’s decision to leave Edward Jones, where he was a top producer, to become an independent financial advisor.