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Lynch Financial Group

Updated today

Client assets under management

$7,571,776

Clients

18

33% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

9

Very Low

Average account size

$420,654

About

Lynch Financial Group works with individuals, including high-net-worth clients, providing ongoing portfolio management and financial planning services. The firm manages roughly $7.6 million for a small client base of 18 through a two-advisor team and offers both discretionary and non-discretionary engagement options along with individualized investment policy statements.

The firm’s investment approach centers on passive portfolio construction using index mutual funds and ETFs, with asset allocation and risk tolerance assessments used to tailor each client’s plan. Lynch Financial Group also employs fundamental analysis when appropriate, may refer clients to outside managers, and conducts regular portfolio monitoring to implement the agreed investment strategy.

Noteworthy aspects include the firm’s small scale—two advisors serving a limited number of clients—operating across three offices and having registered as an adviser in 2023, which is atypical for firms of this size. The principals bring nontraditional industry backgrounds and one is separately licensed to sell insurance products (a relationship the firm discloses and monitors for conflicts); the firm also does not use wrap or performance-based fee programs and relies on custodial statements rather than providing separate advisory performance reports.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Passive / index investing

Fee options

Fixed

Financial planning fixed fees between $500 and $3,000

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.30% $2,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%

Commissions

Lynch Financial Group receives commissions from sale of insurance products through licensed insurance agents associated with the firm.

Main office location

Lynch Financial Group

1001 Bannock St., #436

Denver CO 80204, United States

Number of offices

3

Most active in

California · Colorado · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Meghan L

Series 65

Denver, CO

Lynch Financial Group

Meghan Lynch is a financial advisor at Lynch Financial Group in Denver, CO, holding a Series 65 license with one year of industry experience. Prior to joining the firm, she worked at Terumo Blood and Cell Technologies for six years and at Sandoz/Novartis for nine years. Lynch Financial Group serves individuals, including high-net-worth clients, providing portfolio management and financial planning through a two-advisor team managing approximately $7.6 million. The firm emphasizes passive portfolio construction with tailored asset allocation and risk tolerance assessments, supplemented by fundamental analysis and regular portfolio monitoring.

Passive / index investing
user avatar

Christopher L

Series 65

Camarillo, CA

Lynch Financial Group

Christopher Lynch is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Lynch Financial Group, where he has worked since 2023. His prior experience includes roles at Wealth Watch Advisors, Open Sail Financial, Viking River Cruises, and Cascade Financial Technology. In addition to advisory services, Mr. Lynch offers fixed life and annuity products and conducts medical and Medicare insurance sales as an independent contractor. Lynch Financial Group serves individual and high-net-worth clients by providing portfolio management and financial planning. The firm emphasizes passive portfolio construction using index mutual funds and ETFs, tailoring plans based on asset allocation and risk tolerance, and offers both discretionary and non-discretionary services to a small client base.

Passive / index investing
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