The Linch Distinction
Nationally recognized. Locally committed. Fee-only fiduciary wealth management for over 25 years.
A Proven Track Record
Brad Linch achieved national notoriety with a landslide victory in the 1994 AT&T National Collegiate Investment Challenge, besting 3,738 other competitors.
The victory helped launch what is now an advisory career spanning three decades. Linch is honored to be listed for 2025 in the Wall Street Journal and Texas Monthly as Five Star Wealth Manager for the past twelve years (2014–2025).
Clients benefit from his understanding, objectivity, knowledge, and experience in the financial markets — identifying the best investment options for each client while protecting their wealth.
Linch has appeared on CNBC and is often quoted in business publications. Clients appreciate his proven record of success navigating diverse market conditions and an uncanny ability to meet and exceed specific client needs.
Five Star Wealth Manager
Recognized for 12 consecutive years (2014–2025) in the Wall Street Journal and Texas Monthly.
Fiduciary Commitment
Legally required to act in your best interest at all times. No commissions, no hidden fees.
Fee-Only Model
Our compensation comes only from you — never from product sales or referral arrangements.
Active Management
Instinct and active portfolio management distinguish Brad from passive or commission-driven advisors.
12 Consecutive Years of Five Star Excellence
Three Decades in the Making
AT&T National Collegiate Investment Challenge
Brad bested 3,738 competitors to win the national championship — launching a lifelong career in investment management.
CNBC Feature
Brad appeared on CNBC following his championship win, hosted by Bill Griffeth and Jonathan Steinberg.
Founded Linch Financial
Established Linch Financial, LLC as a Registered Investment Advisory firm in Southlake, Texas.
First Five Star Wealth Manager Award
Began a consecutive run of Five Star Wealth Manager recognition in the Wall Street Journal and Texas Monthly.
Twelve Consecutive Years
Honored for the twelfth straight year as a Five Star Wealth Manager.
As Seen on CNBC
Brad Linch appeared on CNBC in 1994 following his landmark victory at the AT&T National Collegiate Investment Challenge. Bill Griffeth and Jonathan Steinberg hosted the segment.
Experience the Linch Distinction
Schedule a complimentary portfolio review and discover what sets our approach apart.
Schedule Consultation