Lincoln Investment Planning

Multiple Projects
  • Engaged to manage a series of projects across Lincoln’s portfolio
  • Watchdog traveled on Lincoln’s behalf on as-needed basis
  • Projects varied in size & scope. Watchdog worked directly with Lincoln’s internal team to execute all projects

Lincoln Investment Planning was founded in 1968 and provides financial advisory, brokerage, and dealer services to individuals and families as well as to private and public entities. Lincoln is in the process of upgrading a majority of their offices across the United States over the next two years and engaged Watchdog to run the full project load.

Lincoln’s current office upgrades are located in Independence, Ohio, Ashburn, Virginia, Pittsburgh, Pennsylvania, Jenkintown, Pennsylvania, and Palm Beach Gardens, Florida. Watchdog is actively working on each project. Our team provides Lincoln with a single point of contact who manages all of these projects concurrently. Our single point of contact approach ensures consistency in the project delivery as well as streamlined communications for Lincoln’s internal project team.

Projects range in size and scope, starting from 5,000 square feet up to 25,000 square feet. Lincoln’s projects are fast-paced, and the firm aims to be as cost-effective as possible. Watchdog works hand in hand with Lincoln’s in-house facilities team to execute all projects. Our project managers are on site weekly to ensure construction progress is on track and meeting quality standards. Our on site presence creates a unified team between the client, Watchdog, and all project

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