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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-25-2023
- Office Locations
- 2
Office Locations
About Lynch Financial Group
Lynch Financial Group is a Colorado-registered RIA focused on personalized, fiduciary financial planning for clients from early accumulation through retirement and legacy goals. The team provides gap analysis, cash-flow planning, tax-aware decision support, and ongoing portfolio construction, including access to alternative investments and ETF-based strategies where appropriate. Offers an eMoney client portal and serves clients from Denver and Camarillo.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Christopher Lynch
Co-Founder, Financial Advisor
- CRD
- #7337162
- Ownership
- 50% but less than 75%
Meghan Maureen Lynch
PARTNER
- CRD
- #7767521
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,571,776 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,571,776 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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