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Sean Lynch

Advisor at Empower Advisory Group — Boyne Falls, MI

Updated today

Credentials

Series 66

Experience

8 years

Location

Boyne Falls, MI

Empower Advisory Group logo

Empower Advisory Group

Enterprise

Total advisors

1,962

Across 1,066 offices

Clients per advisor

150 Very High

Avg AUM per client

$565,063 High

HNW client ratio

7% Low

About

Sean Lynch is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Cuso Financial Services, Encore Financial, and Principal Securities. Outside of his advisory work, Sean co-owns an online retail store on Etsy. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, participants, and certain retail clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and client savings rates.

Client services

Based on Empower Advisory Group

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Empower Advisory Group

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

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Fee options

Fixed

One-time fees: $199, $299, $399, or $499 depending on enrollment and plan; Monthly subscription fees: $15 or $29 depending on enrollment

Subscriptions

Monthly subscription fees of $15 or $29 depending on enrollment; One-time fees as noted above

Location

See office

Boyne Falls, MI

Boyne Falls MI

Advisors at this office

1

Most active in

Michigan

Work history

8 years of industry experience

Empower Advisory Group

2024 - Present • 2 years

Greenwood Village, CO

Empower Financial Services, inc

2023 - Present • 3 years

Greenwood Village, CO

Principal Securities Inc

2023 - 2023 • 1 year

Boyne Falls, MI

Principal Life Insurance Company

2023 - 2023 • 1 year

Boyne Falls, MI

Cuso Financial Services, L.P.

2020 - 2023 • 3 years

San Diego, CA

Encore Financial

2017 - 2020 • 3 years

Cheboygan, MI

Landscape Logic

2016 - 2017 • 1 year

Charlevoix, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Don S

ChFC®, Series 63, Series 65

Boyne City, MI

Don A. Slabaugh, LLC

Don Slabaugh is the sole advisor at Don A. Slabaugh, LLC, an independent firm based in Boyne City, MI. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 25 years of industry experience. Slabaugh has led his firm since 2003. Don A. Slabaugh, LLC provides discretionary portfolio management services primarily to individual investors with accounts including IRAs, trusts, and taxable accounts. The firm manages approximately $30 million across about 30 client relationships, focusing on concentrated equity portfolios of mid- to large-cap stocks with dividend prospects, supplemented by fixed income and cash instruments. The investment approach combines fundamental and technical analysis, with discretionary trading authority and a longer-term horizon.

Concentrated stock management Active portfolio management
user avatar

Timothy N

Series 63, Series 65

Boyne City, MI

McDonald Partners LLC

Timothy Norton is a financial advisor with McDonald Partners LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with McDonald Partners since 2006. Outside of his advisory role, Norton serves on the board of directors for Caymus Funding Inc., a portfolio company of McDonald Partners' private funds. McDonald Partners LLC serves individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities and manages affiliated private funds alongside a variety of portfolio management and financial planning options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals
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Paul M

Series 65, Series 63

Boyne City, MI

McDonald Partners LLC

Paul Moody is a financial advisor at McDonald Partners LLC with 41 years of industry experience. He holds Series 65 and Series 63 licenses and has been with McDonald Partners since 2015. Outside of his advisory role, Mr. Moody works seasonally as a fly fishing guide and ski instructor in Boyne City, MI. McDonald Partners serves individual and institutional clients, providing investment management, financial planning, pension consulting, and brokerage services. The firm uses a customized investment approach, combining fundamental, technical, and cyclical analysis across multiple platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals
user avatar

Todd M

Series 63, Series 65

East Jordan, MI

Fairway Investment Group, LLC

Todd Mcnitt is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Paradigm Equities, Inc. and MEA Financial Services, Inc. since 2008. Outside of his advisory role, he operates a home-based builder business. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, focusing on non-discretionary management with tailored recommendations based on client objectives.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Jason W

Series 66

Gaylord, MI

Fairway Investment Group, LLC

Jason Weiss is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and two years of industry experience. He has worked with Paradigm Equities, Inc. and MEA Financial Services since 2024 and also engages as a realty broker with EverGreen Home Realty. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses, providing fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs. The firm focuses on non-discretionary management, utilizing investor profiling and various analytical methods to tailor asset allocation and portfolio strategies.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
user avatar

Betsy B

Series 63, Series 66

Boyne City, MI

Principal Financial Services

Betsy Britton is a financial advisor with Principal Financial Services and holds the Series 63 and Series 66 licenses. She has 18 years of industry experience, including roles at Principal Financial Services since 2007, Korthase Flinn since 2010, and Highstreet Insurance & Financial Services since 2026. Korthase Flinn was acquired by Highstreet Insurance Partners, where she currently operates. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Retired Founder/Business Owner
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