The Lineage Group Email Format

Financial ServicesIllinois, United States2-10 Employees

The Lineage Group is a small financial services practice based in Orland Park, Illinois, founded in 2000. It operates as the marketing name for securities, insurance, and investment advisory services offered through Woodbury Financial Services, Inc., a FINRA/SIPC member firm. The arrangement provides guidance and planning across investments and life milestones, with the aim of helping clients progress toward financial freedom. The approach centers on developing a multi-faceted plan that coordinates assets toward a common strategy and remains adaptable to future needs. The client base is described as individuals seeking trusted, transparent financial guidance, including those navigating major milestones. The firm emphasizes honest guidance as a foundation for the planning process, working with clients to ensure assets are aligned with long-term goals.

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