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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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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