Brad Linch achieved national notoriety with a landslide victory in the 1994 AT&T National Collegiate Investment Challenge, besting 3,738 other competitors. The victory helped launch what is now an advisory career spanning into three decades of investment experience. Linch is honored to be listed in the “Wall Street Journal” and “Texas Monthly” as Five Star Wealth Manager for the past six years (2014-2019).

^Brad Linch in the 2019 Wall Street Journal

^Brad Linch in the August, 2019 Texas Monthly magazine

^Brad Linch’s
Five Star Wealth Manager profile

Clients benefit from his understanding, objectivity, knowledge, and experience in the financial markets which are keys in identifying and selecting the best investment options for each client while protecting their wealth.

Linch has appeared on CNBC and is often quoted in business publications.

^Brad Linch interview on CNBC


^YouTube video of Brad Linch on CNBC in 1994, after winning the AT&T National Collegiate Investment Challenge. Bill Griffeth and Jonathan Steinberg hosted the show.

Clients appreciate that he has a proven record of success and has navigated industry fluctuations and diverse market conditions, and repeatedly demonstrates an uncanny ability to meet and exceed specific client needs and preferences. Instinct and his active portfolio management style distinguish him from other advisors. Many clients have been investing with Linch for over twenty years which is a testament to consistency, exceptional customer service, and strict adherence to the “Golden Rule” philosophy.

Linch Financial is a Registered Investment Advisory firm led by Brad Linch (President / Chief Portfolio Manager and Investment Adviser).

  • Financial Planning
  • Retirement Plan Services
  • Stock Selection
  • Risk Management
  • Mergers and Acquisitions
  • Hedging Opportunities
  • Dynamic Asset Allocation
  • Estate Planning
  • Fixed-Income
  • >>>Advantage