Financial consultant in Southlake, TX (show on map)
Linch Financial is a Registered Investment Advisory firm based in Southlake, Texas, dedicated to integrated financial planning and investment strategies for all life stages.
Linch Financial, founded by Brad Linch, is a Registered Investment Advisory firm located in Southlake, Texas, within the Dallas/Fort Worth metroplex. The firm specializes in fee-only fiduciary wealth management, emphasizing comprehensive independent research, institutional custodial services, and SIPC/FDIC protection.
Brad Linch, a Five Star Wealth Manager for twelve consecutive years, leads the team, which includes Steve Chambers, Scott Miller, and Kristen Linch. The firm provides integrated financial planning and investment strategies tailored to clients' goals, avoiding proprietary products and commissions to ensure objective wealth management solutions.
Fee-only fiduciary model
No proprietary products
SIPC/FDIC protection
Active and dynamic portfolio management
Five Star Wealth Manager designation for 12 consecutive years
Services
Financial Planning
Comprehensive financial planning tailored to clients' goals, covering retirement, estate, college savings, charitable giving, and life insurance.
Retirement Plan ServicesStock SelectionRisk ManagementMergers and AcquisitionsHedging OpportunitiesDynamic Asset AllocationEstate PlanningFixed-Income
Investment Management
Active and dynamic portfolio management with a focus on preserving capital and achieving higher asset growth through market and technical acumen.
EquitiesFixed IncomeAlternative InvestmentsCash AccumulationTax Reducing EmphasisIndividualized PortfolioDisciplined ApproachSector Rotation Model
Credentials & Certifications
Five Star Wealth Manager
Since 2014
Winner of the 1994 AT&T National Collegiate Investment Challenge
Since 1994
Featured on CNBC
Since 1994
Frequently Asked Questions
What is Linch Financial's fee structure? +
Linch Financial charges a fee ranging from 0.0625% to 0.7475% of assets per quarter, directly proportional to account size and portfolio success, without commissions or proprietary product sales.
Does Linch Financial offer proprietary products? +
No, Linch Financial does not sell proprietary products and operates as an independent advisory firm to ensure objective wealth management solutions.
What protections does Linch Financial provide for client assets? +
Linch Financial's custodian offers SIPC, FDIC, and supplemental protection, safeguarding client assets up to $500K per customer and providing additional coverage for market volatility.
