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Sean Lynch

Advisor at Empower Advisory Group

Updated today

Location

Boyne Falls, MI

Credentials

Series 66

Industry experience

8 years

About

Sean Lynch is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 66 designation and has previously worked at Principal Securities Inc, Principal Life Insurance Company, Cuso Financial Services, L.P., and Encore Financial. Outside of his advisory work, he co-owns an online retail store on Etsy called Kindred Insights. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering integrated financial planning and investment management services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and provides both planning and managed account solutions within plan lineups selected by plan sponsors.

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

Boyne Falls, MI

Most active in

Michigan

Work history

Empower Advisory Group

2024 - Present (2 years)

Empower Financial Services, inc

2023 - Present (3 years)

Principal Securities Inc

2023 - 2023 (1 year)

Principal Life Insurance Company

2023 - 2023 (1 year)

Cuso Financial Services, L.P.

2020 - 2023 (3 years)

Encore Financial

2017 - 2020 (3 years)

Landscape Logic

2016 - 2017 (1 year)

Unemployed

2015 - 2016 (1 year)

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

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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
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Timothy N

Series 63, Series 65

Boyne City, MI

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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.

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Paul M

Series 63, Series 65

Boyne City, MI

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Paul Moody is a financial advisor with McDonald Partners LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He 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, Michigan. McDonald Partners LLC serves a diverse client base, including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities with affiliated private fund management and provides both discretionary and non-discretionary portfolio management through various program structures.

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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Series 63, Series 65

East Jordan, MI

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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 with Paradigm Equities, Inc. and Mea Financial Services, Inc. since 2008. Outside of his advisory roles, he operates a home-based builder business. Fairway Investment Group primarily serves individual clients affiliated with the Michigan Education Association, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm customizes investment strategies based on client profiles and employs fundamental, technical, and cyclical analysis, focusing on a membership-based clientele rather than high-net-worth individuals.

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

Series 66

Gaylord, MI

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Jason Weiss is a financial advisor at Fairway Investment Group, LLC with one year of industry experience. He holds a Series 66 designation and has a background that includes roles at Paradigm Equities, MEA Financial Services, and nearly a quarter-century with Gaylord Community Schools. Outside of his advisory work, Weiss is an independent real estate broker with EverGreen Home Realty. Fairway Investment Group primarily serves individual clients affiliated with the Michigan Education Association, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm tailors investment recommendations using detailed client profiling and employs fundamental, technical, and cyclical analyses while maintaining a focus on a membership-based client population rather than high-net-worth individuals.

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Betsy B

Series 63, Series 66

Boyne City, MI

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Retired Founder/Business Owner
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