Serving Local Families Since 1990
Lynch Investment Planning, LLC is a fee-only Registered Investment Advisor that provides financial planning and investment management in the greater Philadelphia area. We use a common sense, no-pressure approach in order to offer achievable solutions to clients and their families. As a multi-generational family business, we understand and respect every phase of a client's financial development, from asset accumulation to working years, retirement, and transferring wealth to the next generation.
Our clients are individuals, families, and nonprofit organizations. We provide holistic service, and our mission is to empower people to feel confident about their situation. We visualize your goals, create the framework to accomplish them and manage every challenge along the way. Jim and Mike Lynch are here to serve you and your family for the long haul. We are a completely independent family business, which means that we are not going anywhere. When you call us, you are talking to one of our family, not a call center or waiting on hold.
Let us worry for you so that you can get back to enjoying life and experiencing financial wellness.
