#United States #Fort Washington, PA #Lincoln Investment #Curtis Wilcox #Paul Niemiec

Curtis Wilcox and Paul Niemiec Join Lincoln Investment

Lincoln Investment Planning, LLC has announced an exciting new addition to their financial advisory team. On March 30, 2026, industry veterans Curtis Wilcox and Paul Niemiec officially joined the Lincoln Investment network as financial advisors. The duo will operate under the banner of Blue Harbor Wealth Management and aims to provide enhanced investment and financial planning services tailored to client needs.

Wilcox and Niemiec come with an impressive track record, having previously managed around $250 million in client assets at Corebridge Financial. Their move to Lincoln Investment comes after being introduced through WealthGuide Advisors, which is already affiliated with Lincoln. Their vision aligns with Lincoln's commitment to providing high-quality financial services and fostering long-term relationships with clients.

Curtis Wilcox brings over 18 years of experience in the financial services industry. He has dedicated his career to helping individuals and families achieve long-term financial independence through disciplined investment strategies and meticulous financial planning. His wealth of knowledge in the field is a strong asset to Lincoln Investment's clientele, where he is focused on delivering personalized service.

Paul Niemiec complements Wilcox's expertise by partnering closely with clients to develop customized wealth management strategies that meet their changing financial goals. Together, they present a formidable team, ready to build a secure financial future for their clients.

Shifting to Lincoln Investment reflects both Wilcox and Niemiec's desire to enhance their service capabilities. With access to improved planning tools, comprehensive resources, and a wider array of investment solutions, they believe they can elevate the quality of financial guidance offered to their clients. According to Khai Le, Managing Partner at WealthGuide Advisors, “Curtis and Paul represent the type of experienced, client-focused advisors who align perfectly with our culture.” Wilcox added, “The firm's mission is to bring clarity, confidence, and comfort to all clients, and being independent allows us to focus on their needs.”

In their new roles at Lincoln Investment, Wilcox and Niemiec aim to offer extensive services in financial planning, retirement advising, and investment management. Their commitment to quality client service will remain at the forefront of their operations as they leverage Lincoln's advisor-focused culture and existing relationships with fellow advisors.

About Lincoln Investment

With more than 57 years of industry experience, Lincoln Investment stands as a leading broker-dealer, representing over 1,000 financial professionals nationwide and managing assets exceeding $55 billion. The firm is committed to providing tailored financial solutions designed to meet specific client needs. For more details, visit Lincoln Investment or connect via social media.

About WealthGuide Advisors

WealthGuide Advisors brings two decades of diverse experience to the table, offering comprehensive financial guidance and customized solutions to a varied client base, including professionals from Silicon Valley, small business owners, educators, healthcare workers, and public employees. Their focus on providing value and individual attention to clients is a cornerstone of their operations. For further information, visit WealthGuide Advisors.