Where to next? Which is best? Is everything in order? Are there gaps? What's everyone else doing? Do I have enough? When will I get there? What if something happens?
Our visual planning gives you confidence to figure out the answers and move forward. Again and again, until you get there.
Hi, I'm David Dedman. The fact that you've landed on my website tells me you've been searching for answers, guidance, and help in regards to your personal finances. I'm so glad you found Lexington Wealth Management, a place you can call your own. I'm in the business of serving those who are ready to take financial action and invest in themselves.
You deserve to work with financial professional who not only addresses your specific money needs but ALSO empower, educate, and inspire you to become financially aware and independent. So you’ve felt self-critical for the financial decisions you’ve made (or not made) in the past? No more.
You’re open, willing, and ready to invest your time, money, and energy into this financial planning relationship. Together, we’ll make your life vision a reality.
Our short videos are engaging and informative and will prompt you with questions to ask your advisor.
Understanding the SECURE Act
Stay Safe with a B.O.P. At Your Back
The Long Run: Women and Retirement
Our services range from financial planning to investment management. No matter what, though, our focus is always you.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
- Benjamin Graham
- Albert Einstein
- Benjamin Franklin
- Paul Samuelson
- Pablo Picasso
Navigating the ins and outs of rolling over your 401(K) can be confusing. Luckily, we're here to help. This Ebook answers 5 common rollover questions.