LINCOLN INVESTMENT DATA BREACH: Edelson Lechtzin LLP Launches Investigation Into Exposure of Social Security Numbers, Financial and Medical Data

National class action firm Edelson Lechtzin LLP is offering free case evaluations to individuals affected by the Lincoln Investment Planning, LLC data breach, which may have exposed names, Social Security numbers, financial account information, government-issued IDs, and medical and health insurance information.

FORT WASHINGTON, Pa., Sept. 23, 2026 /PRNewswire/ -- Edelson Lechtzin LLP, a national class action law firm, is investigating data privacy claims arising from the Lincoln Investment Planning, LLC data breach. The incident involves Lincoln Investment Planning, LLC (Lincoln Investment), a full-service broker-dealer and registered investment advisor headquartered in Fort Washington, Pennsylvania. Lincoln Investment disclosed the breach to the Massachusetts Attorney General on September 17, 2026, and, according to that filing, the incident affected at least 1,867 individuals in Massachusetts alone, with additional individuals potentially affected nationwide.

Key Facts at a Glance

• Company: Lincoln Investment Planning, LLC — a full-service broker-dealer and registered investment advisor (RIA) providing nationwide investment, wealth management, and retirement planning services.
• When disclosed: Reported to the Massachusetts Attorney General on September 17, 2026, and to the Vermont Attorney General.
• People affected: At least 1,867 individuals in Massachusetts and at least 52 residents of Vermont, with additional individuals potentially affected nationwide.
• Information exposed: Names, Social Security numbers, financial account information, credit and debit card numbers, government-issued identification numbers, driver's license numbers, and medical and health insurance information.
• Included entities: Notice was issued by Lincoln Investment on behalf of Capital Analysts of New England, Inc. (CANE) and its affiliate Capital Analysts, LLC.

What Happened

Lincoln Investment has notified affected individuals of a data security incident that may have compromised their personal information. As a financial services organization, Lincoln Investment maintains highly sensitive customer and employee information related to its brokerage, advisory, and retirement services. The company disclosed the breach to the Massachusetts Attorney General on September 17, 2026, reporting that at least 1,867 Massachusetts residents were affected and that 52 Vermont residents were affected. Lincoln Investment provided the notice on behalf of Capital Analysts of New England, Inc. and its affiliate Capital Analysts, LLC, meaning customers and employees connected to those entities may also be impacted.

What Information Was Exposed

The breach may have compromised a broad set of highly sensitive personal information, including:

• Names
• Social Security numbers
• Financial account information
• Credit and debit card numbers
• Government-issued identification numbers and driver's license numbers
• Medical records and health insurance information

Because Social Security numbers, financial account details, and medical information are especially sensitive, affected individuals face a heightened and long-term risk of identity theft, financial fraud, unauthorized account activity, and targeted phishing.

Your Legal Options

Edelson Lechtzin LLP is investigating a potential class action to pursue legal remedies on behalf of individuals whose sensitive personal data may have been compromised in the Lincoln Investment data breach. The firm is examining whether Lincoln Investment implemented reasonable cybersecurity safeguards to protect customer and employee information, and whether additional measures could have prevented or reduced the impact of the breach. The firm will evaluate your rights and potential claims at no cost.

Recommended Protective Steps

• Preserve your breach notification letter and enroll in the complimentary credit monitoring and identity theft protection services before the 90-day deadline stated in your letter.
• Review your account statements and credit reports regularly and remain vigilant for suspicious or unauthorized activity.
• Consider placing a fraud alert or a security freeze on your credit file with Equifax, Experian, and TransUnion.
• Be cautious of phishing calls, texts, and emails that reference your Lincoln Investment or financial accounts.
• Remember your rights under the federal Fair Credit Reporting Act, including the right to a free credit report and the right to dispute inaccurate information.

Frequently Asked Questions

What is the Lincoln Investment data breach? Lincoln Investment Planning, LLC disclosed a data security incident to the Massachusetts and Vermont Attorneys General in September 2026 that may have exposed the personal information of at least 1,867 people in Massachusetts, 52 people in Vermont, and potentially many more nationwide.

What information was affected? Reported categories include names, Social Security numbers, financial account information, credit and debit card numbers, government-issued IDs and driver's license numbers, and medical and health insurance information.

Who is affected? Customers and employees of Lincoln Investment and its affiliates Capital Analysts, LLC and Capital Analysts of New England, Inc. (CANE) may be affected.

What should I do if I received a notice? Enroll in the offered credit monitoring within 90 days, monitor your accounts, consider a credit freeze, and contact Edelson Lechtzin LLP for a free evaluation of your legal rights.

Can I join a class action? Edelson Lechtzin LLP is investigating a potential class action. A free, confidential case evaluation can help you understand whether you may be entitled to compensation.

Contact Us for a Free Case Evaluation

Speak confidentially with a data privacy attorney today: Marc Edelson, Esq., Edelson Lechtzin LLP, 411 S. State Street, Suite N-300, Newtown, PA 18940; Phone: 844-696-7492; Email: [email protected]; or click HERE to request a free consultation.

About Edelson Lechtzin LLP

Edelson Lechtzin LLP is a national class action law firm with offices in Pennsylvania and California. In addition to data breach litigation, the firm handles class and collective actions involving securities and investment fraud, federal antitrust violations, ERISA employee benefit plans, wage theft, and consumer fraud.

Legal Notice: This press release may be considered Attorney Advertising in some jurisdictions.

SOURCE Edelson Lechtzin LLP