A complete list of active advisors currently associated with Michael P Lynch Wealth Management, LLC

Warmer can help you find a great advisor at Michael P Lynch Wealth Management, LLC or one who fits your needs even better.

The firm provides investment management and financial planning to individuals, retirement and profit‑sharing plans, IRAs, trusts, estates, charitable organizations and business entities, managing approximately $23.4 million in client assets across about 22 client relationships. It offers managed accounts and financial planning/consulting services, with portfolios that may include equities, fixed‑income instruments, mutual funds, exchange‑traded funds and, in some cases, real estate and partnership interests. The firm operates on a fee‑only, asset‑based model and generally maintains a $175,000 account minimum, managing assets on both discretionary and non‑discretionary bases. Its investment process emphasizes asset allocation and diversification, typically implements strategies through mutual funds and ETFs, and relies on fundamental analysis (earnings, cash flow) and evaluation of economic cycles to construct portfolios. Notably, the owner/manager also controls an affiliated accounting/tax practice and is a licensed California real estate broker, allowing the firm to offer tax/accounting services and real estate brokerage alongside advisory services—affiliations that are uncommon among peers. As a single‑advisor firm with a small client roster, these cross‑disciplinary relationships may affect how services are coordinated and are disclosed for clients’ review.

To learn more about the advisors currently working at Michael P Lynch Wealth Management, 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.