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Matthew H
Series 63, Series 65
Newburgh, IN
Lynch & Associates
Matthew Hampton is a financial advisor at LYNCH & Associates with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Scottrade Inc for six years. LYNCH & Associates provides discretionary and non-discretionary investment advisory and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of fundamental, technical, and qualitative analysis to implement both long- and short-term strategies, including asset allocation and mutual fund/ETF selection.
Joseph B
Series 65
Newburgh, IN
Lynch & Associates
Joseph Berry is a financial advisor at LYNCH & Associates with four years of industry experience. He holds a Series 65 designation and previously worked for Warrick County School Corp for ten years. LYNCH & Associates provides discretionary and non-discretionary investment advisory and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and qualitative analysis to implement both long- and short-term strategies, including asset allocation and mutual fund/ETF selection.
Evan L
Series 65
Newburgh, IN
Lynch & Associates
Evan Lynch is a financial advisor at Lynch & Associates in Newburgh, IN, holding a Series 65 designation with three years of industry experience. He has been with Lynch & Associates since 2020 and previously was a student for seven years. Lynch & Associates is a team of seven advisors providing investment supervisory services and consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of fundamental and technical analysis and manages approximately $831 million in client assets.
James L
ChFC®, Series 65
Newburgh, IN
Lynch & Associates
James Lynch is a financial advisor at LYNCH & Associates with 6 years of industry experience. He holds the ChFC® designation and Series 65 license and has been with LYNCH & Associates since 2003. LYNCH & Associates provides discretionary and non-discretionary investment advisory and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and qualitative analysis to implement both long- and short-term strategies, including the use of margin in managed accounts with client approval.
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