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Over 500 Clients have trusted Lynch Group with managing over $500 Million in Client Assets as of June 30, 2022

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John Lynch
Chief Financial Officer

Our mission is to serve individuals receiving retirement plan distributions with excellent advice and investment management. The most important financial decision they will likely ever have to make is determining what to do with assets in their 401(k) or other employer pension plan when they retire.

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John M. Lynch, CIMA®, CPWA®
Lynch Retirement Investment Group

2016, 2017, 2018, and 2019

forbes 2021

John M. Lynch, CIMA®, CPWA®
Lynch Retirement Investment Group
2021

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, and the algorithm weights factors like revenue trends, assets under management, compliance records, 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 not indicative of an advisor's future performance, is not an endorsement, and may not be representative of 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/best-in-state-wealth-advisors for more info.

Barron's Top 1,200 Financial Advisors, 2019. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved.  The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets 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 and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.