Linch Financial – Linch Financial

“The Southlake Active Wealth Manager”

Linch - A Five Star Wealth Manager

Congrats to wealth manager Brad Linch for again being awarded the 2024 Five Star Professional award. This makes eleven years straight.

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 11 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’re a match.

Fee-Only Fiduciary

HOW YOU WANT IT-We don’t make commissions. Our compensation is directly proportional to the size of your account and the success of your portfolio. The fee ranges from .0625% to .7475% of assets per quarter, depending on account size and performance. We always have, and always will enjoy practicing the “Golden Rule”.

No Proprietary Products

HOW YOU PREFER IT-We don’t sell in-house products. Linch operates as an independent advisory firm to provide truly objective wealth management solutions for our clients. We do not offer, solicit, or promote proprietary products and never accept kickbacks. Based on experience, this is in the best interest of our clients.

SIPC/FDIC Protection

HOW YOU HAVE IT- Our custodian provides SIPC, FDIC and supplemental protection. The Securities Investors Protection Corporation (sipc.org) protects customers up to $500K per customer for all accounts held in the same capacity. The Federal Deposit Insurance Corporation (fdic.gov) protects deposit accounts. Lastly, Excess SIPC provides up to an additional $149.5M coverage.

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.