Flynn Wealth Partners

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Lansing
CRD Number
Website flynnwp.com
Client types

Overview

Flynn Wealth Partners is a Mid-Michigan financial planning and wealth management team serving individuals, families, and local professionals from its East Lansing office. The practice emphasizes retirement readiness, goal-based planning, and clear communication through a defined process that covers cash flow, investment strategy, tax-aware planning, risk management, and estate considerations. Advisory services are delivered through Private Advisor Group with brokerage, custody, and platform resources via LPL Financial. The team features multiple CFP® professionals and a collaborative model that guides clients from initial discovery through implementation and ongoing reviews, aligning portfolios and strategies with each client’s needs and risk tolerance.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Flynn Wealth Partners

Platform Details

Investment Preferences

Alternative Activity

Address

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