Welcome to The Lynd Group

Our vision is to bring financial and insurance solutions to improve our clients’ quality of life. We understand that life is about living and enjoying the moment, not fearing the future. We want our clients to know that that the best way to have a carefree life is to simply be prepared.

Our goal at The Lynd Group is to help you make wise financial choices that will help you prepare for the future - to protect you, to protect your loved ones and to ensure that you and those you love are provided for when the time comes that extra resources are needed.

We are a family owned and operated organization, and our team has a mix of skills and life experience that allows us to understand and plan with you. Because we value our own relationships, you should know that it is our personal guarantee that you will be treated like family when you work with The Lynd Group – any advice we give you is the same advice we would give to someone in our own family.

When you work with The Lynd Group you are working with a team that cares.


Fee-based financial planning and investment advisory services are offered by Gradient Advisors, LLC a Registered Investment Advisor. Insurance products and services are offered through The Lynd Group. The Lynd Group and Gradient Advisors, LLC are not affiliated companies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of The Lynd Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of CA or where otherwise legally permitted.