Why We Are Different
As a fee-only, independent Registered Investment Advisor, Lynch Financial Group places the needs of its clients above all else in providing unbiased financial and investment advice. Our sole obligation is to provide intelligent, objective advice and information which enables our clients to make well-informed decisions consistent with their best interests.
We believe we are different from some financial advisors in several important ways:
- We are professional fiduciaries, held to the strictest standards of objectivity, transparency and fiduciary responsibilities to our clients.
- We take the time to understand our clients’ complete financial picture before dispensing advice or recommending solutions.
- We recognize that no two financial situations are alike, so we customize each client’s experience based on their personal needs and goals.
- We provide the collaborative platform for integrating advisors from multiple disciplines under one purpose – our clients’ personal and financial well-being.
- We emphasize timely and thorough responses to our clients’ financial questions, especially during difficult periods in the market when some advisors tend to avoid their clients.
- We are a fee-based advisory firm which means we are compensated directly by our clients and are free of any conflicts with third-party providers.