Thomas Lynch, CFP®, ChFC®, CLU®

Tom Lynch is a Senior Advisor of Holistic Wealth Advisors and joined them after 12 years with other capital region firms.  He has been in the financial planning industry since 2008. 

Tom studied finance and economics at the University of South Carolina. Tom always had a passion for the stock market, studying the economy, investing, and finances. After growing up in the restaurant industry, holding every position possible, his college experience solidified his path, along with his spirit of an entrepreneur. The financial world simply merged with many of his passions and his desire to create a meaningful business that improves the quality of people's lives. Tom finds it hard to remember life before his clients.

According to Tom, “Positioning a client for success and knowing that you have potentially improved the quality of life for future generations of that family, is an incredible feeling. I am truly thankful that I have a career that I love and allows me to provide an amazing life for my family, while helping other families achieve their financial goals and navigate all the aspects of financial planning.”

Tom’s family is his world, so most of his time is spent with his beautiful, amazing wife Jennifer and his 2 wonderful children, Jameson and Sophie. He loves all sports, but is a passionate Buffalo Bills, Buffalo Sabres, and Atlanta Braves fan. He enjoys reading, being outdoors, and working with his hands; mostly landscaping and gardening