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Contact Information
Phone
817-442-5835
Email
info@linchfinancial.com
Office
1017 Cool River Drive
Southlake, TX 76092
Southlake, TX 76092
Office Hours
Monday–Friday, 9am–5pm
A Few Things to Know
Response Time
Within 1 business day
Initial Meeting
Complimentary consultation
Minimum Portfolio
Contact us for details
1017 Cool River Drive, Southlake, TX 76092
FAQ
Common Questions
What does "fee-only" mean?
Fee-only means we are compensated solely by our clients — never through commissions, referral fees, or product sales. This eliminates conflicts of interest and ensures our advice is always aligned with your goals.
What is a fiduciary?
A fiduciary is legally required to act in your best interest at all times, not just to recommend "suitable" products. Linch Financial is a registered fiduciary advisor.
How do I get started?
Book a complimentary consultation using the form above. We'll discuss your financial goals and determine whether we're a good fit for each other — no obligation.
Do you work with clients outside of Texas?
Yes. While we are based in Southlake, Texas, we serve clients nationally.