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, LLC is an SEC-registered advisory firm that provides financial planning, investment supervisory services, and retirement plan consulting to individuals (including high-net-worth clients), retirement plans, and select charitable organizations. The firm manages roughly $143 million for about 140 clients and operates with a small advisory team of three professionals. The firm’s investment approach centers on tailored asset-allocation across equities, fixed income, and cash equivalents implemented primarily through no-load or load-waived mutual funds and ETFs; it avoids short-selling and may use put options for downside protection. Lynch provides both discretionary and non-discretionary management, conducts ongoing account monitoring with at least quarterly reviews, and offers standalone financial planning engagements as needed. Distinctive features disclosed in the brochure include that an owner of the firm is a licensed insurance agent who sometimes sells insurance and annuity products and may earn customary commissions, an activity that is uncommon among similarly supported firms and is explicitly disclosed as a conflict of interest. The firm also prepares federal and state tax returns for certain clients for a separate fee, recently added retirement plan consulting (serving in a non-3(38) capacity), and receives research and educational resources from Dimensional and John Hancock while predominantly using Dimensional funds and John Hancock services, arrangements the firm discloses and says it evaluates independently.
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
| 4
| |
Newtown Square, PA
| 5
| |
Newtown Square, PA
| 7
|
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