Dedicated to Helping You Live Your Dreams
A Registered Investment Advisory firm rooted in Southlake, Texas, serving DFW with integrity and expertise.
Built on the Golden Rule
Linch Financial was founded on a simple premise: treat every client the way you want to be treated. No commissions, no proprietary products, no conflicts of interest. Based in Southlake, Texas, our firm provides integrated financial planning and active investment management for individuals and families who want more than a set-it-and-forget-it approach. Founder Brad Linch has been recognized as a Five Star Wealth Manager for 12 consecutive years and has been featured on CNBC, bringing national-level insight to local, personalized service.
What Guides Every Decision
Transparency
We believe you should always understand exactly what we are doing with your money and why. No hidden fees, no fine print surprises.
Independence
As a fee-only RIA, we answer only to you — not to product companies, broker-dealers, or commission incentives.
Partnership
We take the time to understand your complete financial picture and work alongside you through every stage of life.
The People Behind Your Portfolio
Brad Linch
Brad founded Linch Financial with a commitment to fee-only, fiduciary advice. He has over 25 years of experience in comprehensive financial planning and was recognized as a Five Star Wealth Manager for 12 consecutive years.
Kristen Linch
Kristen specializes in client services and works closely with families to build sustainable financial futures.
Scott Miller
Scott oversees portfolio construction and investment research, applying a disciplined, evidence-based approach to asset management.
Steve Chambers
Steve brings extensive experience in tax-efficient wealth management and estate planning coordination.
12 Years of Five Star Excellence
Ready to Meet the Team?
Schedule a complimentary consultation to discuss your financial goals.
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