Dedicated to Helping You Live Your Dreams

A Registered Investment Advisory firm rooted in Southlake, Texas, serving DFW with integrity and expertise.

Linch Financial

Built on the Golden Rule

Linch Financial was founded on a simple premise: treat every client the way you want to be treated. No commissions, no proprietary products, no conflicts of interest. Based in Southlake, Texas, our firm provides integrated financial planning and active investment management for individuals and families who want more than a set-it-and-forget-it approach. Founder Brad Linch has been recognized as a Five Star Wealth Manager for 12 consecutive years and has been featured on CNBC, bringing national-level insight to local, personalized service.

What Guides Every Decision

01

Transparency

We believe you should always understand exactly what we are doing with your money and why. No hidden fees, no fine print surprises.

02

Independence

As a fee-only RIA, we answer only to you — not to product companies, broker-dealers, or commission incentives.

03

Partnership

We take the time to understand your complete financial picture and work alongside you through every stage of life.

The People Behind Your Portfolio

Brad Linch

Brad Linch

Founder & Senior Wealth Advisor

Brad founded Linch Financial with a commitment to fee-only, fiduciary advice. He has over 25 years of experience in comprehensive financial planning.

Kristen Linch

Kristen Linch

Financial Advisor

Kristen specializes in retirement planning and works closely with families to build sustainable financial futures.

Scott Miller

Scott Miller

Portfolio Manager

Scott oversees portfolio construction and investment research, applying a disciplined, evidence-based approach to asset management.

Steve Chambers

Steve Chambers

Financial Advisor

Steve brings extensive experience in tax-efficient wealth management and estate planning coordination.

12 Years of Five Star Excellence

2025
Five Star Wealth Manager
2024
Five Star Wealth Manager
2023
Five Star Wealth Manager
2022
Five Star Wealth Manager
2021
Five Star Wealth Manager
2020
Five Star Wealth Manager

Let's See If We're a Match

Book a complimentary portfolio review and experience what active, aligned wealth management feels like.

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