Doug Lynam

Doug came to wealth management by an unusual road. He graduated at the top of his class from Marine Corps Officer Candidate School, spent twenty years as a Benedictine monk while running the mathematics department at a prestigious private school, and then built a decade-long career in asset management. Most recently, he was a Partner at LongView Asset Management in Santa Fe before joining CMIA. The throughline across those chapters is the question Doug now helps clients answer: how to build a life of meaning, with money in its proper role as a means rather than an end.

Doug's work with clients begins where many wealth conversations stop. Beyond the technical work of investing and planning, he is the advisor clients turn to for the harder questions. How much is enough? How to leave a legacy that strengthens a family rather than dividing it. How to make peace with money so it stops being a source of anxiety and starts being a source of confidence. The conversations are not soft. They sit at a place where serious financial decisions are actually made, which is rarely done on a spreadsheet alone.

Doug is the author of two books published by HarperCollins: From Monk to Money Manager and Taming Your Money Monster. His writing and ideas have appeared in The New York Times, CNBC, MarketWatch, and Investopedia, and his TEDx talk on monastic wisdom and personal finance has reached a wide audience. He holds a B.A. from St. John's College, the “Great Books” college known for its rigorous classical curriculum, and earned his CRPS® designation in retirement plan design.

Doug lives in Pinehurst, North Carolina, where he is an active member of Rotary and is usually found writing, reading about the nature of consciousness, doing yoga, and working on his golf game.