Steve Lynch Wealth Management

Steve Lynch Wealth Management is a financial planning firm in South Valley, New Mexico, serving clients in Albuquerque and beyond. The practice covers wealth management, retirement planning, and financial planning for individuals, families, and businesses, with a focus on helping clients plan early and save often so they can retire with confidence. The firm works with clients to understand their goals, budget, and lifestyle, and it has no account minimums. Steve Lynch is a CERTIFIED FINANCIAL PLANNER™ Professional and has held that designation since 1990, the same year he became a fiduciary. He brings more than 35 years of financial expertise to the practice and holds securities licenses Series 7, 24, and 63. He is a graduate of the New Mexico Military Institute, Texas Tech University, and the Harvard University Executive Program, and served as a Company Commander during Operation Desert Shield. Kyle K. Lynch is an Investment Advisor Representative with the firm, holding securities licenses Series 7, 63, and 65 and life and health insurance licenses, and has been a fiduciary since 2019. He is a graduate of the New Mexico Military Institute and the University of Nevada-Las Vegas and serves as an officer in the New Mexico Army National Guard. The firm's financial planning process has been helping clients reach their goals for over 30 years. Steve Lynch is also the author of a book, Mind Your Own Business. The firm holds a 4.60 rating from the customers who have reviewed it.