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How We Help

Lexington Wealth Management is an Independent, Fee-Based financial planning and portfolio management firm. Our founder, David Dedman, is a fiduciary. This means that he has taken a fiduciary oath to put the best interests of his clients first and his financial advice is 100% objective.

Strategic Planning

Our powerful online financial planning tool will help you plan for retirement, college and more. Connect your financial accounts (401(k)s, IRAs, mortgage etc.), and we'll provide access to your plan with real-time updates.

Smart Investing

We build, monitor and rebalance a portfolio of low-cost investments to align with your financial goals and risk comfort level. We only choose investments that are easy to understand, making your portfolio both simpler and smarter.

Sensible Fees

Fees matter. Being transparent about pricing matters too. We will keep your costs as low as possible and help make your money work harder. Our fee structure is sensible and transparent, and is based on the assets you've entrusted to us.

Supportive Service

We are real people who take the time to get to know you. We take the time to answer your questions, and give simple, straightforward advice to help you reach your goals. At every turn, we stay in touch with regular communication and updates.


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