Lynch Investment Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lynch Investment Planning serves individuals (including high-net-worth clients), charitable organizations, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management, financial planning, pension/retirement plan consulting, and seasonal state and federal income tax preparation and filing. The firm provides standalone financial planning engagements as well as ongoing account advisement tied to clients’ goals and circumstances.
The firm implements risk-based, diversified asset allocation typically using ETFs, mutual funds, stocks, bonds, and cash equivalents, and it monitors accounts through regular reviews and as material life or market events occur. When advising retirement plans it acts as an ERISA fiduciary and collaborates with third-party providers and custodians, drawing on research and platform resources from providers such as Dimensional and John Hancock to inform plan design and investment selection.
Distinctive features include that a member of the firm’s management is a licensed insurance agent who may earn commissions from insurance product sales (a disclosed conflict of interest), and that the firm’s founder provides tax return preparation services during the filing season. As a relatively new SEC-registered adviser with a small advisory team managing over $140 million for roughly 140 clients and a recent expansion into retirement plan consulting, the firm combines investment management, tax preparation, insurance sales, and plan consulting in a way that is less common among peers.
Client services
Expertise
Fee options
Standalone financial planning services: minimum one-time flat fee of $2,500 per engagement; Tax preparation and filing: flat fee ranging from $200 to $1,000 per engagement
$0 - $100,000: 1.25% $100,001 - $350,000: 1.00% $350,001 - $850,000: 0.85% $850,001 - $1,850,000: 0.75% $1,850,001+: 0.50%
Minimum fee: $2,500 per year minimum fee for investment management and pension consulting services
Main office
2 Campus Boulevard, Suite 106
Newtown Square PA 19073
Advisors at this office
3
Most active in
New Jersey · Pennsylvania
Also doing business as
James F. Lynch Dba Lynch Investment Planning · James Francis Lynch · Lynch Investment Planning · Lynch Investment Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
James L
CFP®, Series 65
Newtown Square, PA
Lynch Investment Planning, LLC
James Lynch is a CFP® and holds a Series 65 license with 36 years of experience at Lynch Investment Planning, LLC. He is based in Newtown Square, PA, and has been with the firm since its founding in 1990. Lynch Investment Planning, LLC provides comprehensive financial planning and investment supervisory services to individuals, including high-net-worth clients, as well as institutional clients such as charitable organizations and retirement plan sponsors. The firm employs a strategic asset-allocation approach and offers additional services including standalone financial planning, tax return preparation, and retirement plan consulting.
David L
CFP®, Series 65
Newtown Square, PA
Lynch Investment Planning, LLC
David Lynch is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He founded Lynch Investment Planning, LLC, where he has worked for two years following prior roles at Wealth Enhancement Group and Hoover Financial Advisors. Lynch Investment Planning serves individuals, charitable organizations, and employer-sponsored retirement plans, offering investment management, financial planning, retirement plan consulting, and seasonal tax preparation. The firm employs a risk-based, diversified asset allocation approach and acts as an ERISA fiduciary for retirement plans, combining investment, tax, insurance, and consulting services.
Michael L
CFP®, Series 65
Newtown Square, PA
Lynch Investment Planning, LLC
Michael Lynch is a CFP® with eight years of industry experience and serves as a financial advisor at Lynch Investment Planning, LLC. He has been with the firm since 2018 and also serves as an Army Reserve Officer, supervising and training personnel. Lynch Investment Planning serves individuals, charitable organizations, and employer-sponsored retirement plans by providing investment management, financial planning, pension consulting, and tax preparation services. The firm employs a risk-based, diversified asset allocation approach and acts as an ERISA fiduciary when advising retirement plans.
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