Investment Management
Investment Management to Help You Achieve Your Goals
At the Lynch Financial Group, we are your trusted investment management firm located in Red Bank, NJ. One of our core values is that we believe every single client deserves to be set up with a customized plan to help them work towards their long-term financial and retirement goals. Whether you’re in the middle of your career and looking to continually grow your nest egg or if you’re nearing your retirement and are not sure the best ways to distribute the hard-earned money that you’ve saved, we’re here to help.
We leverage our decades of experience, access to experts and top-tier financial platforms and research, and our customized investment management planning to help you achieve your specific and unique financial and retirement goals. Ready to get started? Reach out now to speak to one of our investment management experts today!
Take the Confusion Out of Investing
We leverage our decades of experience and access to top-tier financial research to help take away the headaches and confusion around your investing strategies. Reach out now!
Comprehensive Investment Management
Expert Planning
Access to a core strategic investment offering by bringing together some of the world’s largest institutional asset managers to construct portfolios with quality and cost-efficient investments across alpha, index and evidence-based factors to best meet your investment objectives
Personalized Approach
Personalization approach to investing from environmentally or social conscious investments to defensive investments designed to help protect portfolios from market volatility or downturns
Access to Top-Tier Firms
Access to institutional funds at some of the world’s largest asset management firms; Dimensional Fund Advisers, Vanguard and BlackRock
Periodic Reviews
Valor Capital Management Investment Team proactively observes and evaluates the investment market for new offerings and innovative solutions that will ensure clients have all the tools they need to meet their investment goals
"I highly recommend the Lynch Financial Group. Pete and Corey are the best! They are very knowledgable about what the best course of action is to help your money grow. I look forward to meetings to review our financial goals. I always leave feeling positive and well informed. I am very happy with their services. Highly recommend!!"
-Sue and Tim B
8/28/23
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide guarantee of future performance or success.
The Investment Management Firm in Red Bank NJ You Deserve
Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. The Lynch Financial Group and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance, Investment, and Tax Services offered through The Lynch Financial Group are not affiliated with PCA. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to www.prosperitycapitaladvisors.com.