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Lynch Investment Planning LLC

EST. AUM
$143,250,844

CONTACTS

CLIENT ACCOUNTS
410

Firm Details

Metro area Philadelphia
CRD Number 115956
Website lynchip.com
Client types

Overview

Lynch Investment Planning, LLC is an independent registered investment advisor based in Newtown Square, Pennsylvania, serving individuals, families, small businesses, and nonprofit organizations in the greater Philadelphia area since 1990. The firm is a multi-generational family business that serves clients across all phases of financial development, from asset accumulation and working years through retirement and intergenerational wealth transfer. The firm is registered in Pennsylvania and New Jersey and emphasizes one-on-one, family-based service rather than directing clients to call centers.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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