wiseradvisor

Michael Lynch
Lynch Financial Advisors

Tel: (916) 772-3103
1700 Eureka Road, Suite 155
Roseville, CA 95661

Financial Planning, Wealth Management & Business Consulting

Lynch Financial Advisors | Financial Advisor in Roseville ,CA

About Lynch Financial Advisors

Lynch Financial Advisors is a Fee-Only (no commissions and no sales of ANY sort) Wealth and Tax Advisory firm. If your looking for advisors that look at your full financial picture in order to construct the best road to financial independence, we should talk.


General Information

Firm Start Year:   2000
No.of Employees:   2-4
Name of Custodial Firm:   TD Ameritrade Institutional
States Licensed in:   California
Number of Years with Current Firm:   18
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Annuities, Mutual Funds, Options & Futures, Bonds, Stocks, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email, At my office, Via phone, At your office


Qualifications & Memberships

Financial Organization Memberships:   The Alliance of Cambridge Advisors, National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Roseville Chamber of Commerce


Firm Information

Firm's Number of Clients:   90
Firm's Number of Planning Clients:   90
Firm's Number of Managed Clients:   90
Assets Managed by Firm:   $50000000
Assets Managed by Advisor:   $50000000


Compliance

Registered Investment Advisor:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $0
Compensation Methods:   Flat Fee



Faqs

  • Do you have a customer satisfaction or refund policy? In the 19 years we've been in business, we have lost very few clients. Our refund policy is simple, if we don't perform the work that we have agreed to, we will refund your money. Our Client Agreement goes into further detail on this.
  • What are your qualifications? What is your education background? MBA, Global Management BS, Business Administration (Finance & Economics) CFA,CFP, RLP Member, National Association of Personal Financial Advisors Member, The Alliance of Cambridge Advisors Member, CFA Society of San Francisco Member, Financial Planning Association of San Francisco Over 20 years of experience consulting individuals, families and small businesses with their finances.
  • What is your approach to financial planning? We take a behavioral approach to financial planning. This means that we look at the overall picture of your finances and how they relate to your personal and family goals.
  • What services do you offer? Comprehensive financial planning which includes: - Prioritizing Short and Long Term Needs - Educational, Retirement & Estate Planning - Liquidity Analysis - Insurance Review (home, life, disability, liability, etc.) - Employee Benefits & Compensation Review - Small Business Coaching
  • How many clients do you currently manage? We currently manage 90 clients.
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Disclaimer

https://lynchfinancialadvisors.com/form-adv/

Michael Lynch

Michael Lynch

IARD Registered Investment Advisor

My Services

Tax Planning & Mitigation

We provide tax planning as well as tax preparation for our clients.


Investment Management & Advice

We provide investment management for individual clients as well as businesses.

My Team

Ricky Chohan
Ricky Chohan Paraplanner
Ricky Chohan has been with Lynch Financial Advisors for over 5 years. He works as a paraplanner to Mike Lynch and helps with the onboarding and implementation steps for all clients.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 4:30 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 4:30 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 4:30 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 4:30 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 4:30 PM

Communities Served

Auburn Carmichael
Citrus Heights El Dorado
El Dorado Hills Fair Oaks
Folsom Lincoln
Loomis Newcastle
Orangevale Penryn
Rocklin Roseville
Sacramento West Sacramento

Compensation Arrangements

Check Money Order
Bank Transfer Visa
MasterCard American Express

Social Networks

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