Stephen M. Wendt & Associates, Inc. is a full-service consulting firm specializing in retirement planning for the small and medium plan market. The firm was founded in 1972 by Stephen M. Wendt. Today, the Wendt team of professional plan consultants has more than 25 years experience in the retirement planning field.

Our mission is to deliver the highest quality service in a professional manner to our clients. Our goal is to establish long-term relationships whereby we meet the unique expectations of each and every client. We believe that Lincoln Financial Group's promise—Clear solutions in a complex world—should be the framework upon which those needs are met.

Working in conjunction with a multi-billion dollar financial services corporation like Lincoln Financial Group allows us to provide dual services—the personalized attention afforded by our firm, and the technical services only a major financial institution can provide.