Advisor Profile

Michael Lin

Director, Wealth Management

Michael Lin champions his clients’ success by developing solutions in financial planning, retirement, investment strategies, and college and estate planning.

Michael has more than 10 years of experience providing wealth advisory services. He focuses on providing the resources, tools and knowledge necessary to help clients thrive in their personal and financial lives. Michael gauges his success by his clients’ renewed sense of control over and excitement about their financial future. With a comprehensive perspective on financial planning, he works to help clients achieve their individual goals and build a successful retirement plan.

Michael brings his talent and energy to community work as well. In his free time, he enjoys design, music and creating spaces that spark joy.


  • CFP®
  • Series 65 security license
  • Financial Planning Association


  • Bachelor of Science, finance, University of Maryland
  • Bachelor of Science, operations management systems, University of Maryland