Joomla gallery extension by joomlashine.com
Main Promo Images
Understandable Wealth Management that is Innovative, Active and Deliberate
We are Your Investment Fiduciary Partner for Corporate Retirement Plans
"We provide individual and institutional clients with sophisticated proprietary wealth and risk management services in the areas of investment management and fiduciary planning and compliance support."
Since 1983, Neal Dietz has offered a distinctive blend of professional investment guidance and personal service. His more than 30 years of managing individual equity, mutual fund and derivative portfolios gives clients a direct line of communication to their own personal, professional wealth manager.
Neal's extensive study of technical analysis, as well as his degree in Accounting from Boston University, has guided him in doing comprehensive work with Relative Strength Investing that strives to mitigate risk and identify investment opportunity. Relative Strength attempts to identify and track those areas or sectors of the market that are stronger than others. This work is the foundation for the investment strategy provided exclusively to the clients of Dietz & Lynch Capital.
Finally, his own experience as the owner of a successful restaurant in New York (1976-1983) allows him to combine personal experience with the struggles of being an entrepreneur, thereby enabling him to advise individuals as well as small businesses and corporate clients.
In February 2010, Neal was recognized as a top financial advisor and named to the LPL Financial Chairman's Club by LPL Financial, based on production in 2009. Neal has been interviewed extensively and is featured in the book "Trader's Secrets" (Target Press. 1999).
Neal holds the General Securities Sales Supervisor (Series 8), and Series 65 registrations with LPL Financial.
To learn more about Neal click here.
Ed has worked with ERISA-qualified plan sponsors and designated fiduciaries in most aspects of plan development and maintenance since the 1980s.
In 2003, he became one of the first practitioners in the United States to complete the Accredited Investment Fiduciary Auditor, AIFA®, program of advanced studies at The Center for Fiduciary Studies (Joseph Katz School of Business, University of Pittsburgh).
In September 2008, Ed became one of the first investment advisor representatives globally to successfully complete the Center for Fiduciary Excellence (CEFEX) independent certification process for RIA services within the LPL Financial Retirement Plan Consulting Program (RPCP).
His focus in working with fiduciaries, such as pension, profit sharing and 401(k) plan sponsors and trustees of endowments and foundations, is:
He is a graduate, summa cum laude, of Gordon College in Wenham, Massachusetts.
Ed lives with his wife, Rosalin Acosta, in Quincy, Massachusetts. Between them they have eight children, three and five respectively, as well as two grandsons.
Brian brings an extensive background in business management, financial services, information technology, e-commerce and construction to Dietz & Lynch Capital.
As the President of a technology centric construction company, Brian grew the firm into an industry leader specializing in information technology, physical security, wireless backbone and telecommunications solutions serving state and federal government agencies, cellular providers and a diverse range of commercial clients.
Serving as a cash management product manager with a top tier financial institution, Brian developed the bank's first comprehensive online banking system for enterprise commercial clients, with features that delivered a competitive advantage in the then-nascent online banking arena: information reporting; Automated Clearing House (ACH), wire transfer, bill pay and account transfers; and stop payment.
Working in e-commerce, Brian led the agile re-designed and rebranding of a company's $75 million SaaS e-commerce web site for 24 countries across North America, Europe and Asia, including a new content management strategy based on user profiles and purchase history.
He also founded a managerial consulting firm that served a variety of clients including IT managed service providers, wholesale distributors and medical startups.
He graduated Bentley University in 2000 with a BS in Economics and Finance and in 2001 with an MS in Marketing with High Distinction. He holds both Series 7 and 66 securities registrations through LPL Financial. His passion is working with non-profits focused on education and youth development.
He currently lives in Haverhill, MA with his wife Heidi.
Andy has been a Financial Advisor and Plan Consultant since 2007. Prior to Joining the firm Andy helped build The Traveling Vineyard, Inc. into the country’s largest direct seller of wine and wine accessories. He graduated from Carnegie Mellon University in 1993 with a BS in Chemical Engineering and from Babson College in 2001 with an MBA (Magna Cum Laude) focused on Finance and Entrepreneurship. Andy is a Certified Financial Planner™.
Andy’s work with business owners focuses both on the striving to build the most successful enterprise possible, and on working towards maximizing the benefit of that success to the owners of the business. As an active member of Exit Planning Exchange Boston, Andy has worked with professionals in many fields that support exit planning – investment bankers, accountants, valuation professionals, attorneys, consultants to help business owners optimize their transition outcome.
With individuals he takes an educational approach, starting with the basics of cash-flow and working through asset protection, tax planning, education and major purchase planning, retirement income planning, through estate and legacy planning.
Andy holds the Series 7 and 63 registrations through LPL Financial and the Series 65 through Bickling Financial Services. As an active member of BNI and the Lexington Lion’s club, he seeks fun ways to give back to his community. He lives in Andover, Massachusetts with his wife, Sara, a son, Leito, and a daughter, Mirabelle.
Andy offers investment advisory services through Bickling Financial Services, a registered investment advisor. Dietz and Lynch Capital and LPL Financial are not affiliated with Bickling Financial Services.
Prior to affiliating with Dietz & Lynch Capital, Erica co-founded and served as managing partner of Participant Level Advice Network (P.L.A.N.), a Registered Investment Advisory firm, that provided investment advice and financial planning services to individuals in participant directed retirement plans such as 401(k), 403(b) and 457 plans. Erica and her firm are positioned as industry leaders at providing advice to all participants in the workplace and a force in changing the way plan sponsors approach their fiduciary responsibilities to their employees.
Erica’s 15 years of experience as founder and principal of EF Financial, a Boston based financial planning firm, and her prior 7 years of experience at various Banking Institutions have prepared her to step in to the role of Investment Fiduciary Advisor to help the next generation navigate the reality of retirement without a company pension.
Erica, a graduate of University of Massachusetts earned her Certified Financial Planner™ designation in 1998. She is also involved in several non-profit organizations including Youth Villages at Germaine Lawrence and is the Director of Government Relations and board member of the Financial Planning Association of Massachusetts.
Prior to affiliating with Dietz & Lynch Capital, Rachael was a co-founder of Participant Level Advice Network (P.L.A.N.), a Registered Investment Advisory firm based in Boston Massachusetts focusing on retirement plan participant advice and education. An industry pioneer, Rachael has demonstrated a comprehensive and innovative process which engages retirement plan participants and trustees through their education programs and seeks to result in greater participant and plan success. Her team uses a highly effective one-on-one method which strives to get participants to embrace their role in the retirement planning process. This offering can help manage fiduciary risk to Plan Sponsors.
With nearly 20 years of investment and retirement planning experience, Rachael and her team are positioned to provide guidance to all participants in the workplace while being a force in changing the way plan sponsors approach their fiduciary responsibilities to their employees.
Prior to founding P.L.A.N., Rachael worked as an Investment Consultant at Fidelity Investments where she offered investment strategies to help clients understand and navigate complex money management strategies. This experience provided Rachael with the opportunity worked as an Independent Investment Advisor Representative at LPL Financial, a role she continues to employ along with participant guidance.
Rachael Clasby is a graduate of Bryant University with a BA in Business Management. She holds her Series 7, 63, and 65 registrations through LPL Financial as well as her Insurance license. In addition, Rachael is an Accredited Investment Fiduciary, AIF®. She currently lives in Holliston, Massachusetts with her husband and three children.
Spencer has been a financial advisor and plan consultant since 2000. He is a Certified Financial Planner™ and an Accredited Investment Fiduciary™.
Spencer earned his B.S. in Physics from Old Dominion University, his Certified Financial Planner designation from the College for Financial Planning and his Accredited Investment Fiduciary designation from the Center for Fiduciary Studies. He holds series 6, 7, 63 and 24 securities registrations through LPL Financial and also holds an insurance producer license. As a Past President of Lexington Rotary and a Paul Harris Fellow, a Mason and a member of a number of networking groups, Spencer stays active within the community. He lives in Bedford with his wife, Jessica, and two small children, Taylor and Ryan.
Spencer offers investments advisory services through Bickling Financial Services, a registered investment advisor. Dietz and Lynch Capital and LPL Financial are not affiliated with Bickling Financial Services.
Paul started his corporate 401(k) and retirement planning career at Paychex in 2002. During his tenure, Paul assisted corporate and business clients with their retirement needs from plan design to executive and participant education. His experience ranged from startup plans with small employment staffs to multi-million dollar plans with employees.
Following his employment at Paychex, Paul joined UBS Financial Services as a Retirement Plan Advisor to continue his focus on the sales and service of 401(k) and retirement plan business.
Desiring to focus entirely on working with 401(k) and retirement plans, he then formed Focused 401(k) Partners. There are very few advisors in the Rochester-area who focuses on serving the qualified plan market. The core principles Paul has implemented are fee transparency, ability to provide Plan Fiduciary assistance and being independently objective.
Paul maintains his Series 7, Series 66 through LPL Financial, as well as his New York State Life and Health licenses and most recently became an Accredited Investment Fiduciary (AIF), a designation which exemplifies his commitment to a due diligence process.
Paul lives in Pittsford, NY with his wife Darlene and two daughters, Anna and Nora.
The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, FL, IL, MA, MD, ME, MI, NC, NH, NJ, NY, SC, TX, VT.