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 discussions begin by focusing on the amount of risk that you are comfortable with and incorporating that into a portfolio customized to meet your needs and goals.  We invite you to click the button below for a quick and enlightening evaluation of your risk tolerance

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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