Lexington Investment

At LexInvest Wealth Advisors, we are a team of experienced financial professionals dedicated to providing comprehensive portfolio management, financial planning, and investment advice to professionals, families, and institutions. Our goal is to deliver proactive, professional financial guidance to individuals whose time is precious, lives are complex, and focus is on family, friends, and career. We strive to bring organization to their financial lives and the peace of mind that comes with a thoughtful approach to portfolio construction and financial decision-making.

Our Approach

Our practice is tailored to accommodate client relationships that are geographically agnostic, leveraging cutting-edge web-based technologies that enable us to interact virtually when preferred. This flexibility allows us to cater to clients who value their time and appreciate the convenience of remote interactions. Coming into our offices is always welcomed, but not required, making efficient use of our clients' valuable time.

Our Services

We offer a range of services designed to help our clients achieve their financial objectives. Our portfolio management services focus on creating customized investment strategies that align with our clients' risk tolerance, investment horizon, and financial goals. Our financial planning services encompass comprehensive wealth management, retirement planning, estate planning, and tax planning. Additionally, our investment advice is grounded in a thorough understanding of our clients' unique circumstances and objectives.

Our Team

Our team of experienced advisors and administrative professionals is committed to delivering exceptional service and personalized attention to our clients. With decades of combined experience in the financial services industry, our team is equipped to provide guidance on a wide range of financial matters. From investment strategy development to estate planning and wealth management, our team is dedicated to helping our clients achieve their financial aspirations.

Our Commitment

At LexInvest Wealth Advisors, we are committed to providing unbiased, objective financial guidance that puts our clients' interests first. We believe in building long-term relationships founded on trust, transparency, and open communication. Our goal is to earn the trust and confidence of our clients, and we strive to deliver exceptional service and results that exceed their expectations.