Doug Lynch, CFP®, CFA Lynch Financial Group LLC

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About Doug Lynch, CFP®, CFA, CPA

Lynch Financial Group LLC is a fee-only firm located in Dublin, OH. John Lynch founded Lynch Financial Group in 1989 to provide a high level of comprehensive wealth management services to clients. He chose to operate using a fee-only model — which was unique at that time — realizing the importance of providing unbiased advice to clients and always acting in their best interest. John’s son, Doug, joined the firm at its inception, fresh out of college.

We ultimately decide to focus on a specific niche: helping retirees and surviving spouses develop an appropriate game plan, minimize taxes, and make financial decisions that are best for their specific situation. Using the LFG Retirement Wealth Management System, we have helped many clients over the years, emphasizing the value of experience, credentials, and integrity.

Doug Lynch, President of Lynch Financial Group, graduated from The Ohio State University in 1989 and holds the Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA) designations. He enjoys spending time with his wife and two children, reading, and a variety of different fitness endeavors (a long-time runner recently switched to Peloton and rowing).

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Ideal Clients

  • Baby Boomers
  • Inherited Wealth
  • Retirement Planning
  • Widow/Widower

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $1250+/qtr
  • Assets Under Management: 1.00%

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