About Us
Founded in 1994 by CEO, Tom Lynch
140 years of combined securities experience
675 million Assets Under Management as of 12/31/23
Proudly serving more than 400 families
A Fiduciary bound to act in the best interest of our clients
Service
Investment Management
Cash Management
Financial Planning
Retirement Plan Services
Donor Advised Funds
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.