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    Our Firm

    At Patrick Lynch Financial, LLC we believe business is about relationships, not just transactions. A core principle guides us in each and every client relationship:

    “Always do what's right for the client, do so with integrity and honesty, and help as many people as we can!”

    Meet Patrick Lynch

    Investment Adviser Representative

    Patrick LynchPatrick has more than 25 years’ experience in the financial services industry and has helped thousands of people work towards achieving their financial goals.

    Under Patrick’s leadership, Patrick Lynch Financial provides conservative insurance and investment strategies that help lead individuals and families toward their ideal retirements. While the company focuses on retirement planning, Patrick throughout his career has helped facilitate employee stock ownership (ESOP) plans, insurance solutions, disability income insurance and financial planning for business.

    Patrick finds it deeply rewarding to take the complexities of a family's finances and translate those issues into something clear and understandable. He believes his success rests in empowering his clients to understand their financial goals as they achieve them.

    Patrick holds his Series 65 securities registration and life, accident and health insurance licenses and holds a long-term care professional designation. He is also a Registered Investment Adviser.

    Born and raised in Colorado, Patrick is the proud father of three children, Meghan, Christopher and Lauren, and the proud grandfather of Ian and Beckham. When he’s not in the office, he enjoys spending time with his family, golfing, playing softball and exercising.

    To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at barb@patricklynchfinancial.com or call us at 303.218.9957 today!

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    Retirement Kit

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  • Who We Are
    meet our firm
    Our team is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy, but in maintaining it throughout your retirement.
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    Services We Offer
    We specialize in Retirement Income Strategies, Wealth Management, Asset Protection, Annuities, Life Insurance, Investments, Tax-Efficient Strategies, Long-Term Care Strategies, and IRA & 401(k) Rollovers.
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    Upcoming Classes
    View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
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    Privacy Policy | Terms of Use | BrokerCheck

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    John Patrick Lynch is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser. Mr. Lynch is also an insurance agent and provides annuity and insurance products through insurance agencies. John Patrick Lynch does business in Colorado and California. We do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.