Wealth Management
The Lynch Wealth Management group is a family business dating back to 1979 when Bill Lynch began his career as a financial advisor with JC Bradford & Company. His son, Chris joined him in 1999 and recently Chris' son/Bill's grandson, Dillon decided to join the family affair. Bill hired senior support staff member, Jennie Butler in 1998 to complete the team.
Our group brings over 100 years of combined investment experience and we oversee approximately $500,000,000 in client assets. As a team, we offer a broader scope of expertise to our clients than you will find in just one person. Our clients are our main priority and why we are committed to your individual long-term goals.
You'll find that we're not about chasing the highest returns or the latest investment fads. We're about preserving the wealth and security you've worked hard to build giving you the confidence and security to concentrate on the more important things in life. The Lynch Wealth Management group offers a full range of services beginning with a consultation and assessment of your goals and financial situation - to our onboarding process, asset allocation, retirement planning, education funding and estate planning, all while treating you as a member of our family.
Life's Key Moments
At D.A. Davidson, we are committed to providing trusted advice through life's key moments.
Navigating Success with D.A. Davidson Wealth Management
We provide the confidence that comes from having trusted advice and a steadfast partner by your side.
Send Us a Message
Let's Connect
We provide the knowledge and resources of a leading financial advisory practice where your needs come first. Your short- and long-term goals are our main priority and the focus of everything we do. Take the first step to building a financial strategy that’s right for your specific situation. Please use the form to contact us.
Thank you for your submission!