Doug Lynch, CPA, CFA, CFP®
Wealth Management Services For Retirees and Surviving Spouses
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Serving Clients Nationwide
Wealth Management Services For Retirees and Surviving Spouses
Areas of Focus
- Financial Life Planning
- Investment Management
- Loss of Spouse or Partner
- Retirement Planning
- Taxes
About Doug Lynch, CPA, CFA, CFP®
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.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA)
Affiliations
- The AGC
Primary Location
5880 Sawmill Rd., Suite 204 Dublin, OH 43017
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a call where we can have a relatively brief (15 minute) chat where we can learn about your needs and we can then make sure that your financial situation is a match for our expertise. If it isn’t a fit, we will try to help point you in the right direction of someone who might be. I look forward to speaking with you.Offers Investment Management
Yes
About Lynch Financial Group
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.
There are many reasons why retirees and surviving spouses continue to choose to work with us to help achieve their financial goals and have us serve as their wealth manager, including these:
✅ Depth of expertise — In addition to having more than 30 years of experience, our advisors are CFP®s, CFAs, and CPAs. The latter designation, which is not very common among wealth managers, means we can provide the added value of expert tax advice.
✅ Niche focus — Instead of trying to be all things to all people, we concentrate on working with retirees and surviving spouses, and have honed our expertise to serve those demographics’ unique needs.
✅ Comprehensive approach — The LFG Retirement Wealth Management System is a tried and true financial planning method that encompasses a broad range of services and has benefited many clients over past three decades.
✅ Fiduciary standard — As fiduciaries, we always provide advice that is in the best interest of our clients. A fee-only firm since the beginning, we never accept commissions in exchange for recommending products.
Education
The Ohio State University, Bachelor of Science (BS), Accounting and Finance
Hobbies and Interests
- Family
- Music
- Reading
- Running
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Living in Retirement
- Widow
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