Misty Lynch, CFP®
Let’s create the financial plan that fits you | Fee-only fiduciary
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Serving Clients Nationwide
Let’s create the financial plan that fits you | Fee-only fiduciary
Areas of Focus
- Education Funding
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Misty Lynch, CFP®
Misty Lynch, CFP® is the Owner and CEO of Sound View Financial Advisors, LLC. She is passionate in her commitment to help her clients handle their finances and lives with confidence. A fee-only fiduciary and independent financial advisor, Misty does not receive commission and is legally required by her certifications to provide unbiased and reputable financial advice.Misty hosts the unscripted reality show HEARTBROKE and the Demystifying Money podcast. She is also the author of DEMYSTIFYING MONEY and a personal finance expert and resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero and many others.
Investopedia named Misty one of the Top 100 Financial Advisors in 2021 and US News and World Report called her one of the 9 Women in Finance to Follow "because sometimes you need life advice, not just financial advice."
When she isn't working you can find her reading mysteries, skiing the East Coast or coaching her kids basketball and field hockey teams. Misty lives with her husband and children in Walpole, MA.
Visit Misty's personal website at www.MistyLynch.com.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
128 School Street, Walpole, MA 02081
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and we'll listen to understand your unique circumstances so we can determine the best way to proceed. We look forward to speaking with you.Offers Investment Management
Yes
About Sound View Financial Advisors
At Sound View Financial Advisors, we've been helping our clients feel empowered and more in control of their personal finances for over 10 years. We hope you're next.✔️ Fee-Only Fiduciary
We're a fee-only advisory firm and a fiduciary. This means we don't accept any sales commissions, quotas, trails, or referral fees. We make money when you hire us. As a fiduciary, we're both legally bound and personally committed to placing your interests over ours, every time. And we always will.
✔️ Customized Long-term Portfolios
We don't pick stocks and cross our fingers. We custom design a diversified portfolio of low cost investments and high performance potential that meets your needs depending on your risk profile, personal values, and stage of life.
✔️ In-depth Financial Planning
The best financial plans move and adapt to your life. We value education and work to make sure our clients understand all aspects of their money in a nuanced, nimble way. We address taxes, insurance questions, retirement, and so much more.
About Sound View
Sound View Financial Advisors, LLC was founded in 2010 by Susan Brown, CFP® to provide financial services to families and individuals who have a serious desire to take charge of their financial lives. We believe that the only way to truly serve your interests is to avoid all sales commissions, quotas, trails and referral fees. While many of our clients come from Walpole and nearby towns we are happy to work with clients virtually from anywhere in the US. Misty Lynch, CFP® has taken on the role of owner and CEO since Susan's retirement in 2022.
Education
University of Connecticut
Hobbies and Interests
- Family
- Reading
- Skiing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Women Professionals
- Young Families
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