A complete list of active advisors currently associated with Lynch, Winton & Associates, LLC

Warmer can help you find a great advisor at Lynch, Winton & Associates, LLC or one who fits your needs even better.

Lynch, Winton & Associates, LLC provides fee-only investment advisory services to individuals, families and high-net-worth individuals, managing both tax‑deferred retirement and taxable accounts. According to its Form ADV, the firm reported $6,960,490 in nondiscretionary assets under management as of December 31, 2023 and offers ongoing portfolio management and written investment plans. The firm develops personalized, written investment plans and typically constructs diversified portfolios of stocks and bonds using primarily no‑load mutual funds, with the lion’s share of client accounts composed of actively managed no‑load funds while index funds and certain alternatives may also be used. LWA does not exercise trading discretion—clients must review and approve transactions—and the adviser operates on a percentage‑of‑AUM, fee‑only basis while recommending Charles Schwab as custodian. What is noteworthy is LWA’s strictly nondiscretionary model, which is uncommon among independent advisers (only a small minority take that approach), so clients retain final approval of each trade. The firm also documents its process with quarterly reports and written invoices, relies on third‑party research sources such as Morningstar, Kiplinger and Schwab when selecting mutual funds, and discloses that it does not sell insurance, participate in wrap programs, or accept referral compensation.

To learn more about the advisors currently working at Lynch, Winton & Associates, 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.