Why Linch

It’s time. A select few investment advisers excel at active and dynamic portfolio management. Even fewer are based in the Southlake DFW area. Even fewer possess investment experience spanning multiple economic cycles, or have been awarded the Five Star Wealth Manager designation 6 years running, or won national investment competitions before being licensed, and been featured on CNBC. Meet Brad Linch, our Founder, President and Portfolio Manager. Let’s talk if you’d like to see if we are a match.

About Us

About Linch

Linch Financial is a Registered Investment Advisory firm based in Southlake, Texas, which is part of the Dallas/Fort Worth metroplex. We are dedicated to helping our clients live their dreams by providing integrated financial planning and investment strategies for every stage of life.

Brad Linch

Brad Linch

Steve Chambers

Steve Chambers

Scott Miller

Scott Miller

Kristen Linch

Kristen Linch

You have goals. We help you get there.

Comprehensive independent research and guidance

Custodial and clearing services provided by TD Ameritrade Institutional

Complimentary portfolio review and consultation

How can we help?