WEG Acquires $502M Maryland RIA

Wealth Enhancement Group (WEG) has bolstered its operations in Maryland with the acquisition of Lynch Retirement Investment Group, now its fourth location in the state and its third acquisition this year. Lynch Retirement Investment Group, a hybrid RIA based in Columbia, MD, manages $502 million in assets and has been active since 1990.

Formerly affiliated with Raymond James, the team is led by Managing Director John Lynch. John, who brings over 31 years of experience in finance and financial services, is supported by two other advisors, including Andrew Fentress, and three support staff members. With a focus on retirement planning for over 24 years, John has collaborated with numerous Fortune 500 companies to guide their employees in creating effective retirement investment strategies. Beyond his professional commitments, John dedicates his time to community service as a board member of Bethesda Cares, an organization committed to addressing homelessness.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

Related Content

Aerospace, Logistics, and Automation Drive September 2025 Industrial Transactions
October 21, 2025

Real Assets, Private Credit, and AI Rebound Lead Q3 2025 Institutional Allocations
October 16, 2025

October 14, 2025 Investor News: Illinois Firefighters Accelerates Alts Buildout, and more...
October 14, 2025

Biotech, Value-Based Care, and Digital Health Drive September 2025 Healthcare Transactions
October 14, 2025

AI, LBOs, and Quantum Computing | September 2025 Tech & Software Transactions
October 09, 2025

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

WEG Acquires $502M Maryland RIA

Subscribe

Related Content

The Database For Cold Outreach to Reach Institutional and RIA Investors

Address

Products & Services

Resources

Podcasts

Events

Company