A complete list of active advisors currently associated with Steve Lynch Wealth Management
Warmer can help you find a great advisor at Steve Lynch Wealth Management or one who fits your needs even better.
Steve Lynch Wealth Management provides personalized financial planning and investment management to individuals, trusts, retirement plans, charitable organizations and small businesses. Like many supported firms, it works with both individual and high‑net‑worth clients and offers ongoing portfolio management alongside standalone financial plans and hourly planning engagements. The firm uses a strategic asset‑allocation, core‑and‑satellite approach that emphasizes passive index funds and ETFs as the core and selective use of active funds, with portfolios constructed for global diversification. Advisors perform quarterly or more frequent reviews and operate on a non‑discretionary basis, consulting clients for trade approvals rather than exercising trading authority. What is distinctive about the firm is that essentially all reported assets are managed non‑discretionarily — the brochure reports $0 in discretionary AUM — a practice that is relatively uncommon among supported peers. The firm’s advisors are registered representatives of United Planners Financial Services of America and licensed insurance agents, so they can offer commissionable securities and insurance products in addition to fee‑based advisory services, and United Planners has an administrative role in coordinating custodial and fee‑collection arrangements.
To learn more about the advisors currently working at Steve Lynch Wealth Management, 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 |
|---|---|---|
Albuquerque, NM
| 8
| |
Albuquerque, NM
| 40
|
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