"Helping successful clients achieve their life goals through effective planning, risk discipline and asset allocation."
Wealth Partners
The Lynn Group

Wealth Partners
The Lynn Group

"Helping successful clients achieve their life goals through effective planning, risk discipline and asset allocation."

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2025 • 2024
Top Wealth Management Teams Best-In-State
2025
About The Lynn Group

Helping successful clients achieve their life goals through effective planning, risk discipline and asset allocation.

At The Lynn Group, we are dedicated to providing unparalleled wealth management services that inspire confidence and trust. Led by Kevin Lynn, a Managing Director and Wealth Partner, our team is committed to delivering sophisticated investment strategies tailored to the differentiated needs of ultra-high-net-worth individuals.
We pride ourselves on providing an institutional level of care that sets us apart from traditional retail advisors. Our team delivers a diverse array of wealth strategies specifically designed to meet the needs of both domestic and international clients. Our "client-first" philosophy ensures that every decision is made with their best interests in mind. We focus on quantifying and mitigating risk to help clients achieve their financial goals in a disciplined manner.
Our comprehensive wealth strategies include:

  • Estate Planning
  • Tax Minimization
  • Wealth Diversification
  • Opportunistic Investing
  • Customized Lending Facilities

Meet Our Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.
Alternative Investments

Market conditions have evolved. As a result, we believe that private markets may present opportunities that differ from those in the public markets. They can offer the potential to:

  • Enhance the diversification of your portfolio;
  • Implement strategies which seek to enhance returns;
  • And help you access a broader range of investment opportunities.

For these reasons and more, alternative investments can be central to how we serve clients. We believe alternatives are worth considering in many investors' portfolios.
Because alternative investments can be complex, they require an in-depth understanding to evaluate. Our team draws on the strength of our alternative investments platform to help us identify potential investment opportunities for our clients. Let's start a conversation if you're interested in learning more.

Insights

Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Outlook

What April’s solid jobs report means for the stock market and interest rates

May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
Personalized guidance begins with a conversation.
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