Wealth Enhancement Group Announces the Addition of Lynch Retirement Investment Group, a Hybrid RIA with Over $502 Million in Client Assets

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MINNEAPOLISApril 25, 2024 /PRNewswire/ — Wealth Enhancement Group, a national independent wealth management firm with over $81.9 billion in client assets, announced that it has joined forces with Lynch Retirement Investment Group, a hybrid RIA located in Columbia, Maryland. The team of three financial advisors and three support team members manages over $502 million in client assets and is led by Senior Advisor, John Lynch.

Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group, said, “We are proud to welcome John Lynch and the Lynch Retirement Investment Group team to Wealth Enhancement Group. Their commitment to integrity, innovation, and providing comprehensive financial services makes them a natural fit for our firm.”

Founded in 1990, Lynch Retirement Investment Group has built an exceptional reputation for its comprehensive suite of financial services, offering guidance in financial planning, asset management, wealth management, longevity planning, retirement planning, tax planning, and estate planning. With over 50 years of combined experience between the firm’s leaders, the Lynch team has stood by its commitment to understand each client’s unique goals and aspirations.

John Lynch of Lynch Retirement Investment Group shared, “By partnering with Wealth Enhancement Group, our team will gain access to more resources and services to better serve our clients. Together we are stronger.”

Jim Cahn, Chief Strategy Officer of Wealth Enhancement Group, said, “We are thrilled to welcome the Lynch team to our firm, and our combined strengths will foster an even more robust and comprehensive financial planning environment.”

The addition of Lynch Retirement Investment Group marks Wealth Enhancement Group’s fourth location in Maryland.

Park Sutton Advisors served as the exclusive financial advisor to Lynch Retirement Investment Group in its decision to join Wealth Enhancement Group.

About Wealth Enhancement Group

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of its clients. The firm continually seeks to perfect its craft of personalized financial planning with its team-based Roundtable™ and UniFi ™ processes that go far beyond the standard approach. Wealth Enhancement proudly provides financial plans and investment management services to over 61,000 households from its 115 offices – and growing – nationwide. For more information, please visit www.wealthenhancement.com.

Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain investment advisor representatives of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group® and WEAS are separate entities from LPL.

Wealth Enhancement Group and its Registered Investment Advisor, Wealth Enhancement Advisory Services, had $81.4 billion in client assets, including $4 billion of brokerage assets held at LPL Financial, as of March 31, 2024. Lynch Retirement Investment Group had approximately $502 million in client assets as of December 15, 2023. With the addition of previously announced acquisitions and the addition of Lynch Retirement Investment Group assets under management, Wealth Enhancement Group has more than $81.9 billion in client, advisory, trust, and brokerage assets.

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Edmund Shing, PhD

Global Chief Investment Officer
BNP Paribas Wealth Management

Edmund has over 29 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris.  He previously held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London from 2015 to 2020, and has been Chief Investment Officer at BNP Paribas Wealth Management since November 2020.

Edmund is responsible for piloting our investment strategy and will continues to rollout out recommendations and themes with actionable advice that brings our expertise to our clients and support to our client-facing teams.  In this time of change, his expertise in following and anticipating markets is a true value added for both our customers and those at Wealth Management who serve them.

Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology.  He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month.

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