Lyn Dippel (CFP®, JD)
Lyn Dippel focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
Lyn joined Bay Point Wealth in July of 2020, help clients navigate through complex life transitions using their four-step process. This process keeps both the client and advisor engaged and accountable until the desired results are achieved.
Lyn has been an executive and business owner for 15 years and understands many of the issues women executives face. She listens attentively in order to provide guidance consistent with her clients’ values. Lyn has experience advising women as they negotiate transitions such as mid-life marriage, divorce, widowhood, selling a business, and retirement.
Lyn’s experience and opinions have been sought by publications such as Kiplinger’s, Smart Money Magazine, and Business Week.
Additional Information
Lyn Dippel has been a key member of previous firm, FAI Wealth Management since 2004. Senior Advisor and Chief Compliance Officer. As Lead Advisor, Lyn specializes in working with people going through life transitions and manages investments for those who are concerned with protecting their life savings and earning a stable return.
Lyn holds a law degree from George Mason University School of Law and a Bachelor of Arts from the University of Richmond. She also holds the prestigious Certified Financial Planner® certification and is an active member of the Financial Planning Association of Maryland, NAPFA and the Baltimore Estate Planning Council. She has been interviewed and quoted by various national publications including Kiplinger’s, Smart Money Magazine and Business Week and has become a popular speaker on personal financial planning topics at professional conferences and for corporate audiences.
In 2016 Lyn was named Five-Star Wealth Manager by Baltimore Magazine, and Top Money MAnager by Washingtonian Magazine. She has also been listed in Medical Economics Magazine as one of the Best Advisors for Doctors and received the Smart CEO Reader’s Choice award for Wealth Management.
Lyn’s 25+ years of professional experience include her role as Co-founder and Senior Advisor for Symphony Financial, a wealth management firm in Herndon, VA and her role as Financial Advisor for Miller Musmar, a mid-sized CPA firm in Reston, VA, providing financial planning and asset management to individuals and small businesses.
Lyn also serves on the Finance Committee for the Community Action Council of Howard County and is a memeber of the Howard County Estate Planning Council, the Financial Planning Association's National Capital Area Chapter, Leadership Howard County and Network 2000.
NAPFA Start Date
November 03, 2008
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.