Broker Check

OUR HISTORY

We founded Lexington Financial in 1987 because we believed many investors wanted a more client-focused experience and clear, transparent guidance aligned with their financial goals.

We think we've greatly improved upon the model.

We offer you an environment where you can feel confident:

  • That you can expect prompt replies from us to your directions or inquiries.
  • That your money is working toward your goals effectively.
  • That your wishes and opinions will be respected.
  • That your needs are taken into account.
  • That your investments are recommended because they are suitable for you.
  • That you have access to objective research and information to help you make informed decisions.

Close-up of glasses and calculator

We've chosen Cetera Wealth Services, one of the largest privately-held independent broker-dealers in the United States. This partnership ensures that you receive access to a wide variety of investment choices to complement your financial goals. It also helps us best serve you in a seamless and efficient manner by providing back office, investment, and technology support.