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Financial Advisor

Accounting & Finance

My goal is to add value to your financial life through a strong client-advisor relationship and provide each client with access to what we believe are among the best financial resources available within the marketplace. We help a select group of business owners, executives, families, individuals and organizations around the country oversee their financial affairs. We believe in taking a holistic approach to wealth management; helping you make strategic financial decisions as they pertain to your life’s personally meaningful goals, while educating you along the way. 

Our conversations always begin with your financial needs. Your objective, time horizon, and risk tolerance will always be at the forefront of our process. By creating a custom-tailored wealth management strategy for each of our clients, our goal is to help you attain your financial goals. We often coordinate our efforts with your accountants, attorneys, and tax professionals to develop strategies that may enhance your ability to meet your goals. 

After your wealth management strategy has been implemented, we will review your plans progress to help ensure that your strategy remains aligned with your financial needs, making changes as they become necessary. I’m orser to confirm that we are providing your family with the best possible client experience, our team will periodically gather feedback from you.

Michae began his reinsure with Merrill Lynch in 2013 while attending college. In 2016, he became a graduate of Georgia State University’s J. Mack Robinson College of Business, where he obtained the FINRA Series 7 and Series 66 registrations in 2016. Michael has devoted himself to helping individuals, families and business owners both define and pursue their life’s personally meaningful goals through better financial decision making. Utilizing the vast resources of Merrill Lynch, he creates financial strategies that are developed to address the various aspects of client’s financial lives in order to aid them in the pursuit of their goals, while building, managing and preserving their wealth for current and future generations. 

Michael presently resides in Atlanta, Georgia. Outside of the office, he is actively involved in his local community and enjoys going camping, fishing, hiking, kayaking, skateboarding, snowboarding and surfing. 

Find out detailed information about Michael Lynch, Financial Advisor in Atlanta, GA

Michael Lynch: Financial Advisor in Atlanta, GA