A complete list of active advisors currently associated with Lynch Investment Planning, LLC
Warmer can help you find a great advisor at Lynch Investment Planning, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Lynch Investment Planning, LLC, 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 |
|---|---|---|
Newtown Square, PA
| 5
| |
Newtown Square, PA
| 5
| |
Newtown Square, PA
| 8
|
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