Lynch & Associates

EST. AUM
$741,541,787

CONTACTS
2

CLIENT ACCOUNTS
1,870

Firm Details

Metro area Indianapolis
CRD Number 108326
Website lnaonline.com
Client types

Overview

Lynch & Associates is a financial advisory firm based in Newburgh, Indiana. Founded in 1994, the firm provides a range of financial planning and investment management services, including retirement planning, estate planning, and wealth management. It manages approximately $429 million in assets for a diverse clientele that includes individuals, families, and businesses. The firm primarily invests in exchange-traded securities and state and local bonds, maintaining a focus on transparency and personalized financial strategies. Lynch & Associates charges fees based on a percentage of assets under management, hourly rates, or fixed fees. The firm does not act as a qualified custodian, and none of its employees receive commissions for bringing in new clients. Its leadership team includes Ryan Thomas Lynch as President and other key executives who prioritize integrity and client-focused service. More details can be found on their official website

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

Lynch & Associates

Platform Details

Investment Preferences

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