28 Green Street
Newbury, MA 01951
Phone: 978.225.8386
Fax: 978.225.8398

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Our Mission

"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."

Put Your Plans In Our Hands And Experience Confidence

At Dietz & Lynch Capital, we believe that before setting out for your destination, you should first understand where you are going and how best to arrive. To that end, we work with you to craft a well- designed plan to serve as the foundation of our relationship.

For more than two decades, Dietz & Lynch Capital and its predecessor firms have been providing sound advice and exceptional service to individual and institutional clients.

Utilizing a fiduciary standard of care, we put our clients' interests before all else. Since 1989, we have dedicated ourselves to serving individual and institutional clients with a loyalty that inspires and sustains their confidence in our three distinct specialties:

  • Versatile and certified consulting services to pension, profit-sharing and 401(k), 403(b), 457 and Taft-Hartley retirement plans, as well as foundations, endowments, trusts and similar accounts. 
  • Customized investment, wealth management and financial strategies, including access to insurance, non-qualified deferred compensation, and alternative investments for individuals, businesses and plan sponsors.
  • Clear and transparent fiduciary process assistance by a team of professionals with extensive, diverse experience in investments, finance, law, benefits consulting, regulatory enforcement and innovative strategic planning.

Whether you are an individual investor, or are overseeing the investment of institutional assets such as a company retirement plan, foundation or endowment, we provide the same high level of service and expertise. We have experience and are dedicated to your success. We hold ourselves to the highest standards of performance, consistent with reasonable risk and objective evaluation. If an individual, a trustee, a plan sponsor, or a fiduciary has the same standards, we hold nothing back in helping them to pursue their goals.

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.  

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.

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