Flynn
Flynn Wealth Strategies is a family-owned financial advisory firm in Capitola, California, serving high-net-worth individuals, families, and business owners across seven U.S. states with wealth management, business succession, and insurance planning delivered through New York Life-affiliated channels.
- Company typePrivate
- Founded1988
- HeadquartersCapitola, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Flynn does
Flynn Wealth Strategies & Insurance Solutions, Inc. is a privately held, family-owned financial advisory firm founded in 1988 by Michael J. Flynn and headquartered in Capitola, California. The firm serves high-net-worth individuals and families, business owners, and corporate executives across seven U.S. states (AZ, CA, CO, GA, KS, OR, WA), delivering wealth management, retirement planning, business succession and exit planning, executive benefit programs, and liquidity/insurance planning. Service delivery is relationship-based, relying on collaborative partnerships with attorneys, accountants, trust officers, and other financial advisors, and three of the firm's principals are member agents of the Nautilus Group, a New York Life-affiliated network of approximately 200 select advisors serving ultra-high-net-worth families.
The firm's central technology is the MyWealth Strategies Personal Financial Homepage, a consolidated secure portal that integrates client accounts, assets, tax and legal documents, goals, and strategic plans across multiple advisers into a single view. The product portfolio spans personal solutions (wealth management, retirement planning, liquidity and insurance planning), business solutions (succession/exit planning, executive benefits, key person insurance, buy-sell agreements, deferred compensation), and a wholly-owned subsidiary, Pacific Wave Insurance Solutions, focused on individual and group benefits for small group employers. Lead generation is driven by professional-advisor referrals, educational newsletters, and earned-media recognition including the 2022 Forbes Best-in-State Financial Security Professional award for Michael Flynn Jr.
Flynn earns revenue through a hybrid model combining fee-based financial planning and investment advisory services delivered via Eagle Strategies LLC (a New York Life RIA subsidiary), insurance and annuity commissions distributed through New York Life Insurance Company and Ash Brokerage, and securities transactions executed through NYLIFE Securities LLC. Pricing is not publicly disclosed; clients pay either fees or commissions depending on the chosen solution, and contracts are typically multi-year. The firm is independently owned and operates as a captive agent/registered representative of New York Life for product distribution while remaining a separate corporate entity licensed in California.
Flynn firmographics
Firmographics- Name
- Flynn
- Legal name
- FLYNN WEALTH STRATEGIES & INSURANCE SOLUTIONS, INC.
- Website
- https://flynnwealthstrategies.com
- Company type
- Private
- Founded year
- 1988
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Flynn Wealth Strategies is a family-owned financial advisory firm in Capitola, California, serving high-net-worth individuals, families, and business owners across seven U.S. states with wealth management, business succession, and insurance planning delivered through New York Life-affiliated channels.
- Ownership category
- akta.pro rank
Flynn industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
- akta.pro secondary industries
- Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)
Keywords
Where Flynn is headquartered
LocationHeadquarters
- HQ city
- Capitola
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Flynn business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations
Revenue model
- Financial Planning and Advisory Fees: Fee-based financial planning services offered through Eagle Strategies LLC, a Registered Investment Adviser subsidiary of New York Life. The firm collects fees or commissions depending on the selected strategies.
- Insurance Commissions: Commissions from sale of life insurance, disability insurance, long-term care insurance, and annuities through New York Life Insurance Company and other insurance carriers.
- Securities Products and Services: Securities products and services offered through NYLIFE Securities LLC, Member FINRA/SIPC, including investment programs ranging from managed portfolios to mutual funds.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Hybrid | Multi-year contract | Fee or commission-based pricing depending on client preference and service type |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels3 records
Flynn product offering
Product offeringCore offering
Flynn Wealth Strategies provides integrated wealth management, retirement planning, and insurance planning services for high-net-worth individuals, families, business owners, and corporate executives. The core offering is delivered through the proprietary MyWealth Strategies (Personal Financial Homepage) platform, which consolidates accounts, assets, tax and legal documents, and strategic plans in one secure location, supported by fee-based financial planning through Eagle Strategies LLC and insurance/securities distribution through New York Life subsidiaries and Ash Brokerage.
Product overview
Flynn Wealth Strategies offers a single integrated advisory service rather than a platform-plus-modules architecture. The core offering centers on the MyWealth Strategies Personal Financial Homepage, a consolidated digital platform for managing accounts, assets, and advisers. This is complemented by personal solutions (wealth management, retirement planning, liquidity and insurance planning) and business solutions (succession/exit planning, executive benefits, key person insurance, buy-sell agreements, deferred compensation). Services are delivered through the firm's advisors and via Eagle Strategies for fee-based financial planning and investment advisory services.
Differentiator
Problem solved
Functional benefit
Products and services
- MyWealth Strategies (Personal Financial Homepage) Consolidated digital platform that brings together all of a client's financial accounts, assets, tax and legal documents, goals, and strategic plans into one secure online location for review and ongoing planning oversight.
- Wealth Management and Retirement Planning Wealth management and retirement planning services offering insurance products and investment programs ranging from managed portfolios of stocks and bonds to mutual funds, with access to third-party wealth management programs.
- Liquidity and Insurance Planning Insurance planning services arranging access to premier life, disability, and long-term care insurance companies to address funding needs including disability protection, business succession, estate tax liquidity, and long-term care planning.
- Business Succession and Exit Planning Succession planning services enabling business owners to leave their business on their own timeframe while preparing the company for transfer to family members, key employees, outside parties, or charities.
- Executive Benefit Planning Comprehensive executive benefit programs providing replacement income after retirement, disability or death, and programs to accumulate capital through deferred compensation and incentive programs.
- Key Person Insurance Life insurance that indemnifies an employer for the loss of a key employee, helping assure business continuity and protect against losses in sales, momentum, and credit.
- Buy-Sell Agreements Legally binding agreements between co-owners governing the situation if a co-owner dies or leaves the business, typically funded through life insurance.
- Deferred Compensation Written agreements where employees choose to have compensation withheld and invested on their behalf for distribution at a predetermined future point, used to attract and incentivize key employees.
- Eagle Strategies Fee-Based Financial Planning Fee-based financial planning and investment advisory services offered through Eagle Strategies LLC, a registered investment adviser and subsidiary of New York Life, providing access to investment management programs.
Companies that use Flynn
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles3 records
Flynn technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Flynn partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and flagship.
- Eagle Strategies LLCcoreEagle Strategies LLC is a registered investment adviser (RIA) headquartered in New York City, wholly owned by New York Life Insurance Company. Through this partnership, Michael J. Flynn provides fee-based financial planning, investment advisory services, and access to investment management programs.
- Ash BrokeragecoreAsh Brokerage is an unaffiliated, privately owned, family-operated insurance brokerage general agency. Provides a multitude of insurance products and support including life insurance, long-term care, disability income, and annuities not available through New York Life or its subsidiaries. Complements the firm's mission to provide objective solutions.
- New York Life Insurance CompanyflagshipNew York Life is one of the largest mutual life insurance companies in the United States, holding the highest financial strength ratings from all four major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's (Aaa), and S&P (AA+). Provides life insurance, fixed annuities, and long-term care insurance products. Michael J. Flynn and Michael J. Flynn Jr. are affiliated agents.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Flynn competitors and assessment
Company assessmentBroad incumbents
- New York Life Insurance Company: Fortune 100 mutual life insurer and Flynn's flagship carrier affiliate. Operates the same integrated insurance-plus-RIA model (via NYLIFE Securities and Eagle Strategies) that Flynn distributes, but at vastly greater scale and with proprietary product manufacturing. Comparable because it defines the operating and product platform Flynn's practice runs on.
- MassMutual: Mutual life insurer with affiliated advisor channels (e.g., MassMutual Wealth Advisors) delivering combined life insurance, disability, long-term care, and investment advisory services. Comparable as a direct competitor in the integrated insurance-led wealth management model serving HNW and business-owner segments.
- Focus Financial Partners: Partnership and consolidator of independent RIA, wealth management, and tax practices serving HNW clients. Comparable to Flynn in the HNW wealth-and-tax-planning space and as a potential strategic home for advisors seeking scale, capital, and succession infrastructure.
- Mariner Wealth Advisors: Wealth advisory firm providing HNW clients with investment management, tax, estate, and business-owner advisory services. Comparable to Flynn in its integrated planning approach and emphasis on business-owner and multigenerational wealth transfer.
- Lincoln Financial Group: Insurance and wealth management holding company offering life insurance, annuities, and advisory services through affiliated channels. Comparable to Flynn's blended insurance-plus-advisory model, particularly in business succession, executive benefits, and retirement income planning.
- Hightower Advisors: Wealth management firm that partners with high-performing advisors to deliver HNW planning, investment advisory, and business-owner services. Comparable to Flynn in its HNW and business-owner focus, advisor-led delivery model, and integrated financial/estate/tax planning positioning.
- Cetera Financial Group: Independent broker-dealer and RIA platform supporting thousands of affiliated financial advisors delivering wealth management, insurance, and planning services. Comparable as an umbrella organization whose affiliated advisors operate practices like Flynn's with multi-carrier product access and integrated securities/advisory licensing.
- Creative Planning: Large RIA delivering comprehensive wealth management, retirement planning, estate, and tax planning to HNW households. Comparable to Flynn in its integrated financial-planning depth and HNW-client emphasis, though at materially greater scale.
- Northwestern Mutual: Mutual life insurer with a captive advisor force offering wealth management, retirement planning, and insurance in an integrated practice model closely parallel to Flynn's. Comparable as a competing integrated insurance-and-advisory platform serving HNW individuals, business owners, and executives.
Direct peers
- Fisher Investments: Independent investment management firm serving HNW individuals, families, and institutions with portfolio management and financial planning. Comparable as a directly competing HNW-focused advisory firm operating outside the captive-insurance model but competing for the same client wallet share.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Flynn social profiles
Digital presenceFlynn financial estimates
Financial estimateRevenue estimate
Valuation estimate
Flynn leadership team
Management profileNumber of profiles
Profiles5 records
Flynn subsidiaries and ownership
Company hierarchySubsidiaries1 record
Flynn funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Flynn M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Flynn
What does Flynn do?
Flynn Wealth Strategies provides integrated wealth management, retirement planning, and insurance planning services for high-net-worth individuals, families, business owners, and corporate executives. The core offering is delivered through the proprietary MyWealth Strategies (Personal Financial Homepage) platform, which consolidates accounts, assets, tax and legal documents, and strategic plans in one secure location, supported by fee-based financial planning through Eagle Strategies LLC and insurance/securities distribution through New York Life subsidiaries and Ash Brokerage.
Is Flynn a public or private company?
Flynn is a private company. It is classified as family owned and is currently operating.
When was Flynn founded?
Flynn was founded in 1988. It employs 1 to 10 people.
Where is Flynn based?
Flynn is headquartered in Capitola, United States, in the North America region.
How does Flynn make money?
Three revenue lines are on record. Financial Planning and Advisory Fees are the primary driver. The others are insurance Commissions and securities Products and Services.
Who are Flynn's main competitors?
Broad incumbents on record are New York Life Insurance Company, MassMutual, Focus Financial Partners, Mariner Wealth Advisors, Lincoln Financial Group, Hightower Advisors, Cetera Financial Group, Creative Planning and Northwestern Mutual. Fisher Investments is listed as a direct peer.
Does Flynn have an API?
No public API is recorded for Flynn.
What industry is Flynn in?
Flynn's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions), with a secondary code of FSAAABAE, Private Wealth Planning (Tax, Estate & Succession). Its NAICS code is 52394 and its SIC code is 6282.