Lynch Financial Advisors, Inc.

EST. AUM
$112,884,564

CONTACTS

CLIENT ACCOUNTS
442

Firm Details

Metro area Sacramento
CRD Number 342560
Website lynchfinancialadvisors.com
Client types

Overview

Lynch Financial Advisors, Inc. is an independent, fee-only registered investment advisory firm headquartered in Roseville, California. Founded by Michael Lynch, the practice is a proud member of the National Association of Personal Financial Advisors (NAPFA) and the Alliance of Comprehensive Planners (ACP). Operating strictly under a pure fiduciary mandate, the firm provides objective, holistic financial planning and customized wealth management to individuals, high-net-worth families, and small businesses. Lynch Financial Advisors explicitly avoids commissions and proprietary product sales, specializing instead in navigating complex life transitions—such as managing sudden wealth or complex inheritances—alongside ongoing retirement cash-flow design, tax mitigation, and active portfolio oversight.

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 Financial Advisors, Inc.

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