Our Team

John Lynch, managing director (Lynch Retirement Investment Group), has been named to 2019, 2018, 2017, 2016, 2015, and 2014 lists of Barron’s Top 1,200 Financial Advisors. What does it take to get to the top?

“Barron’s ranks advisors according to assets under management, revenues the advisors generate for their firms, quality of the practice, and other factors. The top 1,200 hail from a mix of big Wall Street firms and smaller independent operations,” according to Barron’s.

Barron's “Top 1,200 Financial Advisors,” March 8, 2019. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data from over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: asset under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results. A client's risk tolerance influences performance figures more than an advisor's investment-picking abilities. The ranking may not represent any client's experience, is not an endorsement, and does not indicate the advisor's future performance. Neither Raymond James nor its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews and quantitative data. Those advisors that are considered have a minimum of seven years of experience, management, compliance records, and industry experience, and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is based upon the period from 6/30/19 to 6/30/20 and was released on 2/11/21. This ranking does not indicate an advisor's future performance, is not an endorsement, and may not represent individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.

Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/ for more info. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ CFP* (with plaque design), and CFp* (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Embrace the Joy of Retirement

Your Path to Financial Security and Peace of Mind

Where are we located?

Introducing our exceptional team of financial advisors who are ready to put their century of combined experience to work for you.