Portfolio management, financial planning and investment advice for professionals, families and institutions

 

We tailor our advice to develop the financial framework you need to make well-informed life decisions

Our goal is to provide pro-active, professional financial advice to clients 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 practice is tailored for client relationships that are geographically agnostic, leveraging new web-based technologies that allow us to interact virtually when preferred.   Coming into our offices is welcomed but not required, making efficient use of our client’s valuable time

LexInvest Wealth Advisors  |  2365 Harrodsburg Road, Suite B100  Lexington, KY 40504  |  www.lexinvest.com  |  (859) 479 - 3160

Securities and investment advisory offered through Sunbelt Securities, Inc. Member of FINRA, SECMSRB and SIPC  Above is intended for informational purposes only, it is not a solicitation to sell/offer or to buy, is obtained from sources believed to be reliable, and accuracy and completeness is not guaranteed. Sunbelt Securities, Inc. is not responsible for the marketability/price performance of any mentioned securities. Opinions expressed are the author's and subject to change without notice. Prices and availability are subject to change. Sunbelt Securities, Inc. does not provide tax or legal advice. Please consult your tax or legal professional for such services.  Please call 713-965-9510 with any questions.

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