Our Company

As an independent, privately owned, Investment Advisor; we tailor all that we do to the goals of our clients within their individual risk tolerance parameters. We provide individuals, corporations and trusts with actively managed accounts that are specifically designed to achieve each clients unique financial goals. We use a repeatable process which helps clients to navigate the ever changing and complex marketplace. Our service oriented approach addresses retirement planning, investment management, social security maximization, and wealth management goals.


Our vision is to bring financial solutions to improve our clients’ quality of life. We understand that life is about living and enjoying the moment, not fearing the future. We want our clients to know that the best way to have a carefree life is to simply be prepared.

Our goal at The Lynd Group Advisors, LLC is to help you make wise financial choices that will help you prepare for the future – to protect you, to protect your loved ones and to ensure that you and those you love are provided for when the time comes that extra resources are needed.

We are an independently owned and operated organization, and partner with other financial professionals who have a mix of skills and life experience that allows us to understand and plan with you. Because we value our own relationships, you should know that it is our personal guarantee that you will be treated like family when you work with The Lynd Group Advisors, LLC and our strategic alliances – any advice we give you is the same advice we would give to someone in our own family.