Doug Lynch
CPA, CFA®, CFP®
Lynch Financial Group LLC
President and Chief Compliance Officer
Doug Lynch
CPA, CFA®, CFP®
Lynch Financial Group LLC
President and Chief Compliance Officer
Our sole obligation is to provide intelligent, objective advice and information which enables our clients to make well-informed decisions consistent with their best interests. - Doug Lynch, CPA, CFA®, CFP®
Fee-Only financial planner located in Dublin, OH, serving clients locally and across the country
Doug Lynch is a Dublin, OH fee-only financial advisor serving clients locally and across the country. Lynch Financial Group LLC provides wealth management services including investment management, retirement planning and tax planning to help retirees and surviving spouse organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Doug Lynch is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Doug Lynch is the President and Chief Compliance Officer of Lynch Financial Group. He has been involved with all aspects of the firm since its 1989 inception, including research, technology, tax return preparation and planning, financial planning, portfolio management, and client meetings. A graduate of The Ohio State University, with a double major in accounting and finance, Doug became a Certified Public Accountant (CPA) in 1992, a Chartered Financial Analyst® (CFA) in 1995, and a CERTIFIED FINANCIAL PLANNERTM professional (CFP®) in 2014. He is a member of the Financial Planning Association, CFA Institute, and CFA Society of Columbus. Doug lives in Hilliard with his wife, Lisa, and their two children. A lifelong Ohio State Buckeye fan, he also enjoys traveling, reading, running, and music.
Doug Lynch is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Wealth Management Services For Retirees & Surviving Spouses
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Inherited Wealth
- Windows/Windowers
- Business Owners and Executives
- Growing Families
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Doug Lynch is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Doug Lynch is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Doug Lynch is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Doug Lynch is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Doug Lynch is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Doug Lynch is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Doug Lynch is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
Contact Doug Lynch
Office Locations:
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5880 Sawmill Rd.
Suite 204
Dublin, OH 43017
