Steve Lynch Wealth Management is an independent financial services firm based in Brea, California. The firm is affiliated with LPL Financial, a major independent broker-dealer in the United States. Led by founder Steve Lynch, the company focuses on creating personalized financial strategies for its clients, covering areas such as retirement planning, investment management, insurance, and estate planning. Their mission is to serve as a trusted advisor, helping clients navigate complex financial decisions to pursue their long-term goals.

Founded in

United States