"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

Wealth Planning

“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors

September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
Business Planning

Business succession planning: Valuing your business

September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Wealth Planning

6 strategies to consider before year-end

September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Personalized guidance begins with a conversation.
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