Oliver Investments
34yrs
Top advisor by experience in Medfield
New
John Lynch is a fiduciary financial advisor in Medfield, Massachusetts, registered since Mar 2026. John joined Reciprocal Wealth in 2026, a firm offering financial planning and investment management. The firm is paid through a percentage of assets.
One of 28 advisors with offices in Medfield, and one of 24 fiduciaries.
At a glance
ExperienceNew to the profession (since Mar 2026)
How that compares ?New to the profession
OfficeMedfield, MA
How the firm is paid ?Percent of assets
Advisors at the firm2
States licensed ?1 state
Services through Reciprocal Wealth
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jul 2026 – nowReciprocal Wealth, LLCCurrent firm
Contact John
(774) 403-5105Reciprocal Wealth main office Medfield, MAOffice · Get directions Firm websitereciprocalwealth.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call Reciprocal Wealth at (774) 403-5105 and ask for John Lynch. John works from the Medfield, MA office.
How long has John been a financial advisor?
John is new to the profession, registered since Mar 2026, and holds 1 license.
What licenses does John hold?
Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Reciprocal Wealth reports being paid by a percentage of the assets they manage. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Strategic Advisers
34yrs
Top 1% by experience at Strategic Advisers
Eastsound Capital Advisors
34yrs
Top advisor by experience at Eastsound Capital Advisors
Commonwealth Financial Network
33yrs
Top 11% by experience nationwide
Silk Investment Advisors
32yrs
Top 12% by experience nationwide
Wolfstich Capital
30yrs
Top 16% by experience nationwide