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Who We Serve

Hi I'm David. I’m an experienced Chartered Financial Consultant® and founder of Lexington Wealth Management, an independent fee-based financial advisory and wealth management firm.

I help overwhelmed investors get the clarity and confidence they need to achieve their financial goals and succeed at life. This process is called wealth management. 

But first, you have to have the answers to the 3 most important retirement planning questions: When can I retire? How much will it cost? Will I outlive my retirement savings?

Whether you think of retirement as a time of relaxation, exploring the world or starting a new journey you need to know where you stand today and the steps required to make your retirement a reality.

I can help you answer these important retirement questions and provide you with a personalized and holistic financial plan.

Although my clients come from all walks of life, I am especially passionate about working with retirees, engineering professionals, and business owners.

Through comprehensive financial planning, smart investing, and a practical fee structure, I partner with my clients to help them gain more clarity, confidence, and peace of mind with their wealth.

To learn more about how we can work together, click the button below. To schedule a no-obligation call click here.