Financial firms Lindenberg, KMR and Peninsula announce merger

Lindenberg Financial, KMR Financial and Peninsula Financial Group recently announced their merger, combining tenured advisory experience and resources to better serve their firms’ long-standing relationships. The advisory professionals will collaborate and operate under the Lindenberg Financial brand while preserving their professional affiliation with one of the industry’s largest independent Broker-Dealer/Corporate Registered Investment Advisors, Osaic.

The merger unites decades of experience in financial planning, investment management and retirement solutions, forming a team of advisors dedicated to helping individuals, families and businesses achieve their financial goals. By joining forces, the firms will also expand their portfolio of services and better leverage teamwork to serve their community with more comprehensive financial planning, wealth building and preservation. This alignment helps maintain the same personalized, client-centered approach for which each firm is known.

"We are thrilled to partner with KMR and Peninsula and to take this step forward in enhancing the financial well-being of our collective relationships," said Lindenberg founder and CEO Chris von Lindenberg. "Together, we are stronger, more innovative, and better equipped to meet the evolving needs and experience of those we serve. An added benefit to expanding our professional talent under the Lindenberg brand includes increased teaming and capabilities with respect to multigenerational planning for the families we are already helping."

Kathleen "Kit" Ryan, president of KMR Financial, echoed this sentiment, saying, "This will support the long-term relationships I care deeply about, offer additional solutions, new financial planning perspectives, and an expanded team of qualified professionals. Our shared vision and commitment to excellence make this a great partnership with Lindenberg’s capable team."

Michael “Mike” Johnson, founder of PFG, has been in the tax and financial services industry for over 50 years. While he looks forward to a new chapter of “Johnson’s Tax Service,” he said he’s also excited to pair investment relationships with Lindenberg. “We’ve known V [Chris vonLindenberg] for nearly 20 years through our professional affiliations. I’m pleased with his decision to open offices in Sussex County and always impressed by his client focus as a CFP professional,” said Johnson.

KMR and PFG relationships will continue to be served locally, from Lindenberg’s Lewes Beach office on Savannah Road, ensuring clients can conveniently access their team. The transition is expected to be very seamless for clients, and the Lindenberg team is excited to welcome new relationships into its family.