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RIA · CRD 168464State-Registered Investment Adviser

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LINCH FINANCIAL, LLC

Linch Financial is a Registered Investment Advisory firm based in Southlake, Texas, part of the Dallas/Fort Worth metroplex. It provides integrated financial...

Overview

Linch Financial is a Registered Investment Advisory firm based in Southlake, Texas, part of the Dallas/Fort Worth metroplex. It provides integrated financial planning and investment strategies and operates as an independent, fee-only advisory firm offering objective wealth management. The firm emphasizes active and dynamic portfolio management for clients.

General information

Firm type

RIA

Year founded

2013

Location

Region

North America

Country

United States

City

Southlake

Corporate office

United States

Principals

Brad Linch

Founder, President and Portfolio Manager

Brad Linch

President / Chief Portfolio Manager and Investment Adviser

Steve Chambers

Insurance and Benefits Plan Specialist

Scott Miller

Vice President, specializing in Market Dynamics

Kristen Linch

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