They never take on full market risk or tolerate inconsistent returns. They use sophisticated strategies most advisors don't offer. That's what you come to Lynch Financial Advisors for.
Why Financial Advising?
"The biggest mistakes happen not from what we look at , but from what we overlook."
- Peter Lynch
Don't settle for the same strategies your peers are using, overlooking the sophisticated methods that could get you ahead.
Why Lynch Financial?
"Smart people hire smart people."
- Warren Buffett
Partner with a financial advisor that knows how to think like the ultra-wealthy, adapting their strategies to fit your situation.
Approach
How do the most sophisticated manage their finances?
They leverage sophisticated hedging to…
Reduce your market risk by up to 65% by investing in assets, like protected equity and strategic fixed income. We give you access to strategies typically reserved for clients with $30M+.
The traditional approach uses…
The traditional diversification methods is like having 10 different boats in the same storm. When the market sinks, they all sink together. Think 2008 when most stocks, ETFs, and funds all dropped.
VS
Next Steps
Start building your financial roadmap today.
We help to make your dreams of retirement a reality, from purpose & fulfillment to taxes & finances. We accomplish this through four critical steps.
1
Confirm what it costs for you to live each year. We can help you identify this quickly with just a few key questions, developed over 25 years.
2
Determine what matters most to you as an individual or a couple. Build a shared vision for retirement success.
3
Identify the clear steps that we need to take to transform your goals into reality.
4
Build investment strategies to minimize risk, while saving on taxes & expenses.
Services
More than just advice. We build your financial future.
We start by understanding what truly makes you happy and what gives you purpose. Only by understanding these goals can you plan a financial future around them.
About Us
Founded by Mike Lynch.
Mike Lynch is the founder of Lynch Financial Advisors. He began advising clients in 2000 before starting his own practice in California in 2002.
Based in Sacramento, CA.
B.S. in Finance, California State University, Chico.
MBA, International Business, University of Phoenix.
RIA, California, 2002.
20+ years in financial planning.
4 years in software business development.
Hundreds of clients served.
FAQs
Frequently Asked Questions
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