Lexington Wealth Management
Like so many great small businesses, Lexington Wealth Management’s story begins with an uncommon idea. The idea that was the seed for our firm began in 2002 in the mind of founder David Dedman. At the time David was a successful advisor at a large investment firm, and yearned for a better version of the industry that he had grown to love.
David believed that financial services had become too caught up in transactional sales and short-term thinking. He saw the shocking contrast between the “Wall Street-style” thinking of his industry and the very “Main-Street-style” successes of his best clients. His clients weren’t doing well because they’d picked some perfect stock or gambled at just the right moment and won. They began moving toward retirement and successfully depending on their savings and investments for their financial independence.
In turn a new kind of financial services firm was born: Lexington Wealth Management. The little firm that could, started with minimal resources, a skeleton staff and a lot of hope and got to work. Today, one client at a time, Lexington Wealth Management has become a nationwide financial services firm with clients all over the country.
Our combination of licenses, registrations, and special education qualify us to work with all types of investments. There is virtually no investment vehicle we cannot utilize if the circumstances call for it – simple or complex. Our process takes a comprehensive approach to planning that incorporates your insurance, legal and accounting needs in addition to your investments. We also offer our clients a variety of valuable services including:
- Comprehensive Financial Lifestyle Planning
- Legacy, Estate, and Philanthropy Planning
- Tax Minimization Strategies
- Risk Management and Asset Protection
- Retirement Income Planning
- Enhanced Portfolio Reporting
- Frequent Communication and Education
- VIP Access to Private Client Events
- Much more