A complete list of active advisors currently associated with Lynch Financial Advisors

Warmer can help you find a great advisor at Lynch Financial Advisors or one who fits your needs even better.

Lynch Financial Advisors provides Financial Review, Financial Planning, and Wealth Management retainers to individuals and couples, and also offers tailored business consulting and small business retirement plan services. As of August 2026 the firm manages approximately $112 million in client assets on a discretionary basis and advises on roughly $20 million in held-away workplace retirement accounts. The firm operates as a fee-only registered investment adviser and combines fundamental and market analysis with third‑party quantitative and AI-based tools to inform asset allocation and periodic rebalancing. Lynch Financial generally manages client accounts on a discretionary basis, while retaining a non-discretionary advisory role for held-away employer retirement plans and conducting at least semi-annual account reviews. Compared with many peers in its registration category, the firm offers a mix of fixed-fee engagements (standalone financial reviews and monthly retainers for early‑accumulation clients) alongside asset‑based wealth management. It also serves both non‑high‑net‑worth accumulation households and high‑net‑worth families, provides portfolio management for individual and plan clients, coordinates with an affiliated tax-preparation entity, and does not sponsor private funds.

To learn more about the advisors currently working at Lynch Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Michael Lynch	Roseville, CA	8

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