LYNCH & Associates functions as a fee-only Registered Investment Advisor, representing the interests of our clients since 1994. Free from affiliations with banks, insurance companies, or brokerage firms, our exclusive source of compensation is derived from the fees paid by our clients for investment management and financial planning services. Adhering to a fiduciary standard, our entire team is bound by the legal obligation to prioritize our clients’ interests at all times.

Our objective is to provide professional portfolio management service to clients seeking a combination of a highly personalized relationship and a generous rate of return utilizing a long-term, high-quality investment strategy.