Lynch & Associates

About Lynch & Associates

<p>Managing about $0.7B in assets (2026), Lynch &amp; Associates is a registered investment advisor based in Newburgh, Indiana, in the Evansville–Newburgh metro area.</p> <p>The firm provides investment management and financial planning for individuals and corporations. It also supports employer retirement plans through 3(21) fiduciary services, working as a co-fiduciary on investment selection and monitoring alongside the plan sponsor.</p> <p>A common point of confusion is the website lynch-engineering.com, which relates to an engineering business with a similar name. The financial advisory firm Lynch &amp; Associates operates separately as an RIA and is listed under CRD #108326.</p> <p>What sets the firm apart is its clear separation from the similarly named engineering company and its ability to pair wealth management work with ongoing 3(21) retirement plan support.</p> <ul> <li>Registered investment advisor (CRD #108326)</li> <li>Based in Newburgh in the greater Evansville area</li> <li>Investment management and financial planning</li> <li>3(21) fiduciary services for workplace retirement plans</li> </ul>

Website: https://www.lynch-engineering.com/