DISCOVER OUR PROCESS

What do you want to accomplish and what is essential to you?

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DEVELOP A PARTNERSHIP

Let us cultivate a lasting relationship with you with continuous service tailored to your needs.

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DESIGN YOUR PLAN

Learn how we will help you create a personalized plan.

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DEPLOY A CUSTOMIZED STRATEGY

Implement a bespoke strategy with solutions that are appropriate for you.

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Plan for success

You’ve likely heard the saying that “no one plans to fail, they simply fail to plan.”

At Flynn Financial, we believe deeply in the power of planning. And whether you are an individual looking to protect your future and your family, a company looking to help your employees become retirement ready, or a township looking to align your investing policies with your spending policies, the key to success is planning.

Institutional Expertise. Personal Service

We have deep experience managing significant assets for institutions, municipalities, businesses, endowments and wealthy individuals. We combine a disciplined approach with extraordinary personal service and truly objective advice to bring each and every client institutional expertise within a boutique setting.

We always put your interests first and can help you with every aspect of your business and personal finances—from building wealth and reducing risks to maximizing the value of your business, preparing your employees for retirement, protecting your family—and everything in between.

Key Values

Focused and passionate

Dedicated to helping each client define their vision of success and excited to help them achieve their goals.

Proactive and responsive

Helping spot and solve challenges before they occur and providing the information and answers you need when you need them.

Disciplined and trustworthy

Leveraging proven processes and philosophies, and always acting in your best interests.

Empowered and accountable

Authorized to make individual decisions, but always acting in your best interests.

Grateful and giving

Thankful to design charitable legacies for our clients and to give back to our communities ourselves.

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AUM: $1.5 Billion*

*700 million USD managed

800 million USD in Institutional Investment Consulting

OVER 215 YEARS COMBINED EXPERIENCE

Licenses


Series 7

Series 63

Series 65

Series 66

Life, Accident & Health