The Lynnvest Group

Where tradition meets tailored wealth solutions

At the Lynnvest Group, we are focused on providing you with objective investment advice and delivering the best of two worlds: the personalized service of a consulting boutique, and the resources of a global financial leader.

Our team is dedicated to serving the unique needs of ultra-high net worth individuals, families, and business owners. With a focus on tailored lending solutions, personalized investment management, and customized wealth planning, we offer a bespoke approach that transcends traditional wealth management. At the Lynnvest Group, we understand that true prosperity is not just about accumulating wealth, but about creating enduring legacies. Allow us to guide you on your journey to financial success and legacy preservation.

RBC Echelon distinctive wealth solutions

Through RBC Echelon, we provide business owners, corporate executives and wealthy families customized strategies and bespoke solutions to grow, preserve and make an impact with their wealth over generations. It's where your wealth takes you that matters, and RBC Echelon understands that being wealthy is only the beginning.

Our mission

At the Lynnvest Group, we hold ourselves accountable to an incredibly high standard of care. We believe that to do anything less would be disrespectful to the cherished memory of our team’s namesake, Lynn Lipson. We are privileged to honor her by carrying forward the values she instilled in us—trust, honesty, integrity, and compassion. To us, treating our clients any differently would simply be unacceptable.

Our mission is to set the industry standard in personal and institutional investment consulting services for sophisticated investors.

NAPA Top DC Advisor Team

We are proud to be recognized by NAPA as a Top DC Advisory Team in 2022, 2024 and 2025!

The 2022 National Association of Plan Advisors’ Top DC Advisor Teams award was announced March 2023. Data as of 12/31/2022. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

The 2024 National Association of Plan Advisors’ Top DC Advisor Teams award was announced March 2024. Data as of 12/31/2023. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

The 2025 National Association of Plan Advisors’ Top DC Advisor Teams award was announced March 2025. Data as of 12/31/2024. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

Proud to work with nationally recognized teammates

At the Lynnvest Group, we are very proud that Financial Advisors, Marc Lipson and Sirus Turkzadeh, have received several prestigious awards. It’s an honor to have teammates nationally recognized as some of the best in the industry—because it means we are serving our clients well.

Sirus Turkzadeh

AdvisorHub Advisors to Watch - 2025

The 2025 AdvisorHub “Advisors to Watch” award was announced June 2025. Data as of 12/31/2023 and 12/31/2024 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue and team size. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This award is not indicative of this financial advisor’s future performance.

Contact

310-205-7758
marc.lipson@rbc.com

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