Wealth Enhancement Group, an independent national wealth management firm overseeing more than $81.9 billion in client assets, has strategically expanded its portfolio by joining forces with Lynch Retirement Investment Group, a respected hybrid RIA based in Columbia, Maryland. This acquisition brings a skilled team of three financial advisors and three support staff under the Wealth Enhancement Group umbrella, significantly bolstering its client service capabilities and market reach.

Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group, expressed enthusiasm about the integration: “We are proud to welcome John Lynch and the Lynch Retirement Investment Group team to Wealth Enhancement Group. Their commitment to integrity, innovation, and providing comprehensive financial services makes them a natural fit for our firm.” This acquisition marks Wealth Enhancement Group’s fourth location in Maryland, signaling a continued commitment to expanding its footprint and reinforcing its market presence in strategic locales.

Founded in 1990, Lynch Retirement Investment Group has garnered acclaim for its comprehensive suite of financial services. The firm offers expert guidance across a range of areas including financial planning, asset management, wealth management, longevity planning, retirement planning, tax planning, and estate planning. With over 50 years of combined leadership experience, the team at Lynch has consistently prioritized a deep understanding of their clients’ unique goals and aspirations.

John Lynch, Senior Advisor at Lynch Retirement Investment Group, remarked on the merger’s benefits, “By partnering with Wealth Enhancement Group, our team will gain access to more resources and services to better serve our clients. Together we are stronger.” This sentiment was echoed by Jim Cahn, Chief Strategy Officer of Wealth Enhancement Group, who noted, “We are thrilled to welcome the Lynch team to our firm, and our combined strengths will foster an even more robust and comprehensive financial planning environment.”

The integration of Lynch Retirement Investment Group into Wealth Enhancement Group not only enhances the latter’s capabilities but also positions the combined entity to offer a more diversified and comprehensive range of financial services. Clients of both firms stand to benefit from the expanded expertise and resources, which will likely lead to more personalized and effective financial planning solutions.

The acquisition of Lynch Retirement Investment Group by Wealth Enhancement Group is a significant development in the wealth management sector, showcasing a strategic alignment that enhances both firms’ ability to meet the growing demands of diverse client bases. This move is expected to provide substantial benefits in terms of enhanced client services and expanded market reach.

  asset management, Financial Planning, Lynch Retirement Investment Group, Wealth Enhancement Group, Wealth management