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Our Culture

Top 3 Reasons to Work with Lynch Financial Advisors

Our Clients
We work with awesome clients – people who want to make change in their lives and – in general – are very successful at doing so.  Finances can be very stressful, cause waves in relationships, and be just plain scary.  We do our best to have a lot of fun in our meetings and make “dealing” with finances a positive experience.

 

Our Culture

Our Work
We work with clients in all types of industries, various career levels, single, married, widowed, young – and not so young.  Every set of clients has different income levels, goals and challenges. Every day is a different day and each client has a unique story.  That’s what makes our job fun!

Our Approach
Our approach to financial planning is not just “the numbers.”  We take a very close look at the behavioral side of finances.  We look at how financial decisions affect “other” matters such as time with children, intimacy with spouse, family/friend relationships, and more.


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In accordance with the Investment Advisors Act of 1940, NO information contained within this website pertains to asset management, returns on portfolio or market related financial guidance. All information included in case studies are in broad scope and do not reflect any changes in portfolio values. We do not guarantee financial returns.