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(One Hundred Thousand Welcomes)

Our Specialties
Retirement Income Strategies
IRA & 401(k) Rollovers
Estate Planning
Life Insurance
Annuities
Tax Planning

Our Philosophy

The McEnerney Tax Advisory Group and The Lynch Tax Advisory Group provide tax advisory-based wealth management services to meet the financial objectives of individuals. Every aspect of a client’s financial life is considered, enabling us to become essential partners to our clients and provide customized retirement planning and wealth management advice.

At The McEnerney Tax Advisory Group and The Lynch Tax Advisory Group, we integrate guidance with our unsurpassed services to provide clients with a lifetime of solutions based on their total financial picture. Solutions that go well beyond investments. In doing so, we redefine the client relationship in a way that can’t be easily duplicated.

Plan for financial independence

To schedule a time to discuss your financial future, please contact us!

If you are in the Melbourne area, call The McEnerney Tax Advisory Group at 321-259-9335 or email us at info@mcenerneytag.com.

If you are in the Vero Beach area, call The Lynch Tax Advisory Group at 772-226-5017 or email us at info@lynchtag.com.