If you're on our website, you are likely searching for financial guidance of some sort. Over the last 20 years our clients came to us seeking answers to many areas of their life: retirement, saving more in taxes, understand the best options for large purchases, etc. Some did not have big life decisions when they first came to us.
They were merely seeking to better understand what an advisor could do for them. Our goal is to give you enough information to see if our firm is the right fit for you. So grab your coffee or your wine - depending upon what time it is - and take a look around. If you feel we may be a fit, we have a couple ways of taking the next step.
They were merely seeking to better understand what an advisor could do for them. Our goal is to give you enough information to see if our firm is the right fit for you. So grab your coffee or your wine - depending upon what time it is - and take a look around. If you feel we may be a fit, we have a couple ways of taking the next step.
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Let me introduce myself. I am Mike Lynch, the founder of Lynch Financial Advisors. I started advising clients in 2000 back in New Jersey after my wife's and my financial advisor urged me to work with him. When we moved back to California in 2002, I started my own practice. Like most people, my wife, kids, my family, friends, and my dog.
We can either let stress be the guide to solving problems or allow it to be the anchor that keeps us from a happy and fulfilling life. If you're like many of our current clients, this is your first step in looking for a financial advisor. They understand the direction the client is going and the problems they are trying to solve.
At ACP, we took the opinion that if we all put our best ideas into the "pot", the sum total would be a process and practice much more advanced than any of our peers. If you have found our website, you likely came here from a link from the National Association of Professional Financial Advisors (NAPFA) or a friend referred you to us.
Twenty years ago, we were fortunate enough to be accepted into an association that was on the leading edge of true wealth management. This small group of comprehensive wealth managers is focused on delivering a client experience that well surpasses any advisors. We don't just manage a portfolio, we deliver a full solution to both optimize and increase the chances that clients reach their goals.
Would you like to meet us before you do a Financial Review? Great! The Introductory Meeting is a one-hour complimentary meeting that is an opportunity for us to get to know each other. In the first meeting we will present the framework of our Financial Review and our definition of comprehensive financial planning.
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