A complete list of active advisors currently associated with The Lynd Group Advisors, LLC

Warmer can help you find a great advisor at The Lynd Group Advisors, LLC or one who fits your needs even better.

The Lynd Group Advisors provides fee-based advisory services to individual clients, offering financial planning, educational seminars and workshops, and non-discretionary management specifically for fee-based fixed index annuities. The firm also arranges third‑party money manager relationships and assists clients with enrollment paperwork and ongoing communications. Their investment approach combines fundamental, technical and cyclical analysis and is implemented mainly through third‑party managers or by directing annuity strategy reallocations with client approval; account reviews occur monthly or more often when market conditions warrant. The firm does not act as custodian of client assets, maintains client control of accounts, and offers a secure cloud portal for storing and reviewing financial information. Distinctive features disclosed in the brochure include the firm’s regular public seminars and the principal’s licensed insurance activity, which supports a focus on fixed index annuity management and is disclosed as a potential conflict of interest. The firm places client assets exclusively with third‑party managers and receives referral or shared‑fee arrangements rather than holding custody, a structure and revenue mix that differs from many peers.

To learn more about the advisors currently working at The Lynd Group Advisors, 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.