Linder Financial Services was founded in 1993, when Bernie and Toby Linder turned their personal interests in finance and investing into a Hendersonville, NC business. Bernie began by helping local GE Lighting co-workers with their financial decisions and investments, and Toby assisted her co-workers in the Henderson County school system. In 1996, their daughter, Marci Linder Silverman, joined the family business which has since expanded to serve clients in twelve states. Lori Morell, Marci’s twin sister, joined the business in 2018. Tim Kriegel joined in 2020. In 2025, LFS affiliated with Thayer Partners LLC to add financial, tax, and estate planning to existing client offerings.

The business was established as an advisory firm for clients who had a strong interest in maintaining a degree of awareness and control over how their assets were invested. Clients have their own portfolios, designed to reflect their goals and risk tolerance. LFS has built specific expertise in generational wealth accumulation and transfer.

While we work to grow the firm, it is our vision to stay small enough so that when a client calls, we recognize the voice. Our role is helping clients lead their best lives through collaboration and financial advice.