Michael Lynch

Michael has spent over 25 years helping individuals and families achieve financial peace of mind, guiding them toward a future of greater freedom, security, and fulfillment. As a wealth advisor, his approach extends beyond managing investments – he focuses on eliminating financial stressors, fostering alignment among couples, and crafting strategies that bring clarity and confidence to his clients’ financial lives.

Rather than relying on conventional market trends, Michael employs sophisticated investment strategies modeled after top institutional investors, like Yale and Harvard’s endowments. He takes a comprehensive approach, integrating tax efficiency, healthcare planning, Social Security optimization, and retirement distribution strategies to help clients preserve and maximize their wealth. His passion lies in solving complex financial puzzles, ensuring that every client benefits from a tailored, forward-thinking plan.

Michael believes in practicing what he preaches: living a life of balance and purpose. Married for over 25 years, he and his wife have raised three wonderful daughters and now cherish time with their grandson and beloved dog. Outside of work, you can find Michael coaching competitive soccer, spending over 20 days each winter on the slopes, or enjoying summer weekends on the water with family and friends.