Flynn Financial Partners, Ltd. Email Format

Financial ServicesNew York, United States11-50 Employees

Flynn Financial Partners, Ltd. is a fiduciary financial planning and portfolio management firm based in New Rochelle, New York, founded in 1997. It serves clients across more than 15 states and emphasizes trust and transparency as the foundation of client relationships.

Its portfolio management team meets daily to review macro themes, positions, and managers, guiding the construction and ongoing oversight of model portfolios that typically include 15 to 20 active mutual funds. The firm's approach centers on asset allocation and diversification, with tactical adjustments to overweight or underweight sectors and selection of managers who have historically performed well in similar environments. Securities are offered through LPL Financial, and investment advice is provided through Private Advisor Group; Private Advisor Group and Flynn Financial Partners, Ltd. are separate entities from LPL Financial.

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