Lynx Investment Advisory

01/16/2026

We are thrilled to kick off the new year with a meaningful partnership and welcome Steve Wintermeier, CFP® and Carrie Catlin, CFP® to the Lynx family!

With over 20 years of experience in financial services, they bring not only deep expertise but also a shared commitment to our core value: always putting clients’ interests first.

We look forward to creating even greater impact together and delivering exceptional experiences for those we serve.

01/06/2026

Behind every exceptional client experience is a team that combines commitment, care, and personal connection.

At Lynx, our Client Servicing Team builds lasting partnerships and peace of mind through its responsiveness and attention to detail. From day-to-day operational and administrative support to connecting clients with trusted professionals for life’s broader needs, we’re there every step of the way, helping our clients feel more confident and secure in their financial futures.

This is the power behind Lynx.

01/02/2026

Happy New Year in all the languages we speak at Lynx!

12/22/2025

The Lynx Team is proud to be recognized by Newsweek as one of America's top financial advisory firms for 2026. We are honored to be the only investment firm in Washington DC to be selected this year by 2 prestigious publications: Newsweek and the Forbes magazine.
Forbes List: Forbes Top RIA Firms 2025 List: Top Registered Investment Advisors https://www.forbes.com/lists/top-ria-firms/
Newsweek List: America’s Top Financial Advisory Firms 2026
https://rankings.newsweek.com/americas-top-financial...
Methodology (Newsweek): https://plant-a.com/.../americas-top-financial-advisory.../
Methodology (Forbes): http://forbes.com/.../methodology-americas-top-ria-firms.../

Forbes' Top RIA Firms 2025 list highlights leading Registered Investment Advisors known for expert financial advice, trust, and wealth management. View the list here.

12/20/2025

We were delighted to join The Campagna Center’s Taste of Scotland, celebrating a tradition that brings our community together while fueling programs that help children and families thrive. We’re proud to support The Campagna Center’s mission and continue partnering in the important work they do every day. 🧣🎄

11/07/2025

Behind every successful investment strategy is a team that blends knowledge, precision, and passion.

At Lynx, our Investment Committee brings together research depth, investment acumen, risk management, and financial planning expertise, empowered by AI and cutting-edge technology.

Beyond credentials, they draw on real-world experience and the mindset of champions and high achievers; where teamwork, discipline, and resilience shape every decision.

This is the power behind Lynx.

10/24/2025

Congratulations SOCMA for a great Summit!

10/13/2025

Lynx Investment Advisory is named among America's Top 250 Registered Investment Advisors by Forbes.

Thank you to all our clients for your trust, and to our outstanding team for making this achievement possible!

10/01/2025

Our CEO Vipin Sahijwani sat down with Commissioner Hester Peirce of the U.S. Securities and Exchange Commission for a thoughtful discussion on investor protection and the evolving regulatory landscape—with a special focus on cryptocurrency products at the conference organized by the CFA Society Washington, DC and CAIA Association.

The conversation touched on:

🔹 The SEC’s priorities in safeguarding investors

🔹 How regulation can balance innovation and protection

🔹 The role of education and transparency in building trust in new financial products

We’re proud to be part of an open dialogue at the intersection of finance, technology, and regulation—helping shape a future that is both innovative and responsible.

07/13/2025

Check out our 2024 Community Impact report featuring the Piedmont Foundation
lynxinvestment.com/community_impact/

06/28/2025

💡 Looking for safety and yield in today’s market?

With the Fed holding rates steady, top high-yield savings accounts (HYSAs) are still offering up to 4.66% APY — a compelling option for investors with short-term goals or a low risk tolerance.

🔐 Capital preservation, liquidity, and meaningful yield — all in one place.

📊 While the gap between HYSA rates and the Fed rate has narrowed, these accounts remain a smart place to park cash — especially when the national average savings rate is just 0.41%.

📩 Contact us to explore how HYSAs can fit into your short-term strategy — or to discuss other cash management solutions.

04/04/2025

📉 Tariffs shook the market in 2018-2019 — but it bounced back.

This chart is a reminder that headlines cause short-term volatility, but staying invested pays off. Markets recover, and patience is key. Don’t let fear drive decisions—stay the course!

Lynx Investment Advisory is a Washington, DC based, SEC-registered, independent investment advisory firm. Lynx is proud to serve non-profits, foundations, endowments, retirement plans, high net worth individuals and family offices.