About the Company


Put Your Plans In Our Hands And Experience Confidence

 

At Dietz & Lynch Capital, we believe that before setting out for your destination, you should first understand where you are going and how best to arrive. To that end, we work with you to craft a well- designed plan to serve as the foundation of our relationship.

For more than two decades, Dietz & Lynch Capital and its predecessor firms have been providing sound advice and exceptional service to individual and institutional clients.

Utilizing a fiduciary standard of care, we put our clients' interests before all else. Since 1989, we have dedicated ourselves to serving individual and institutional clients with a loyalty that inspires and sustains their confidence in our three distinct specialties:

  • Versatile consulting services to pension, profit-sharing and 401(k), 403(b), 457 and Taft-Hartley retirement plans, as well as foundations, endowments, trusts and similar accounts. 

  • Customized investment, wealth management and financial strategies, including access to insurance, non-qualified deferred compensation, and alternative investments for individuals, businesses and plan sponsors.

  • Clear and transparent fiduciary process assistance by a team of professionals with extensive, diverse experience in investments, finance, law, benefits consulting, regulatory enforcement and innovative strategic planning.

Whether you are an individual investor, or are overseeing the investment of institutional assets such as a company retirement plan, foundation or endowment, we provide the same high level of service and expertise. We have experience and are dedicated to your success. We hold ourselves to the highest standards of performance, consistent with reasonable risk and objective evaluation. If an individual, a trustee, a plan sponsor, or a fiduciary has the same standards, we hold nothing back in helping them to pursue their goals.

 

Strategic Partners

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In September 2008, Ed became one of the first investment advisor representatives globally to successfully complete the Center for Fiduciary Excellence (CEFEX) independent certification process for RIA services within the LPL Financial Retirement Plan Consulting Program (RPCP).

*As preported in Financial Planning Magazine, 1996-2018, based on total revenue.

Dietz and Lynch Capital is a separate, non-affiliated entity from LPL Financial.

 

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Fiduciary Plan Governance, LLC (FPG) works closely with plan sponsors in helping them operate and manage their retirement plans successfully and reduce potential liability.

Dietz and Lynch Capital and LPL Financial are not affiliated with Fiduciary Plan Governance, LLC.