The Southlake Active Wealth Manager

Your Wealth.
Actively Managed.

Linch Financial delivers disciplined, fee-only investment management and comprehensive financial planning — built around your goals, not commissions.

Portfolio Overview

Q2 2024
YTD Return +12.4%
Benchmark +9.8%
Risk Rating Moderate
Five Star Wealth Manager
2019–2024
Fee-Only Fiduciary
No Commissions
25+ Years of Experience
200M Assets Under Management
12 Five Star Awards
0 Commissions

A Different Kind of Financial Firm

We believe great financial advice starts with alignment. That's why we're fee-only fiduciaries — our interests are the same as yours.

Fiduciary Standard

We are legally required to act in your best interest — always. No hidden fees, no commission-driven recommendations.

Disciplined Process

Our investment approach is systematic, evidence-based, and built to perform across market cycles.

Personal Relationship

You work directly with your advisor — not a call center. We know your goals, your family, and your timeline.

Linch Financial advisors

Meet Your Advisors

Our experienced team of fee-only fiduciary advisors is committed to putting your financial interests first.

  • Fee-only — no commissions, ever
  • Fiduciary standard — your interest first
  • Active management — not set-it-and-forget-it
  • 25+ years of proven experience
Meet the Team

The People Behind Your Portfolio

Brad Linch

Brad Linch

Founder & Portfolio Manager

Steve Chambers

Steve Chambers

Senior Adviser

Scott Miller

Scott Miller

Senior Adviser

Kristen Linch

Kristen Linch

Client Services

Ready to Take Control?






    Contact Linch Financial

    We'd love to hear about your financial goals.

    Phone 817-442-5835
    Email info@linchfinancial.com
    Office 1017 Cool River Drive
    Southlake, Texas 76092
    Hours Monday–Friday, 9am–5pm