LYNCH FINANCIAL GROUP

Overview

Lynch Financial Group is an independent Registered Investment Adviser organized as a limited liability company and owned by an individual. The firm’s client base is focused on individuals and families, and its primary advisory services are financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, and the firm is also registered to sell other financial products. Investment activity is tilted toward publicly traded equities. The firm reports a clear preference for exchange-traded instruments and uses separately managed account structures to implement client mandates. Lynch Financial Group is not positioned as a capital allocator or a multi-state ESG-focused manager; it operates with discretionary authority over client assets and concentrates custody with a single primary custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices