Sarah Lynch
Prowell Financial Management · Exton, Pennsylvania
Sarah Lynch is a fee-only financial advisor at Prowell Financial Management in Exton, Pennsylvania. Sarah focuses on estate & legacy planning and family wealth transfer. Prowell Financial Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Prowell Financial Management |
|---|---|
| Based in | Exton, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $6.86B across 404 accounts |
| SEC registration | Investment adviser representative in PA · CRD 7768882 |
| Exams passed | Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.prowell-financial.com |
| Profile |
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Questions about Sarah
Is Sarah Lynch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Prowell Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sarah charge for financial advice?
Sarah's firm, Prowell Financial Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sarah Lynch based?
Sarah Lynch is based in Exton, Pennsylvania.
What does Sarah specialize in?
Sarah's specialties include estate & legacy planning and family wealth transfer. Sarah works with founders, executives, ultra high net worth and multi-generational families.
Is Sarah Lynch registered with the SEC?
Yes. Sarah Lynch is registered as an investment adviser representative in PA (CRD 7768882), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prowell Financial Management manage?
Prowell Financial Management reports $6.86B across 404 accounts in assets under management.
How do I contact Sarah Lynch?
Through Sarah's website, www.prowell-financial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Prowell Financial Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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