A complete list of active advisors currently associated with Lee Financial Company, LLC

Warmer can help you find a great advisor at Lee Financial Company, LLC or one who fits your needs even better.

Lee Financial Company provides fee‑only financial planning and discretionary and non‑discretionary portfolio management to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm also offers family office and foundation services and acts as investment adviser to private pooled investment vehicles. LFC uses a team‑based model built around its WholeVision™ planning framework, pairing financial planners with portfolio managers and overseen by an Investment Committee that sets asset allocation, manager selection, and risk guidelines. Portfolios are tailored to each client’s liquidity, tax, income, and risk needs and may include mutual funds, separately managed accounts, ETFs, structured notes, private investments and, where appropriate, margin or scarce/opportunity allocations, with private holdings valued per fund documentation and included in AUM. What distinguishes LFC from many peers is its role as General Partner and Investment Manager for several affiliated private partnerships (LFC Horizon, LFC Matrix Resources, LFC Novus) and as Managing Member of LFC Equity Plus Tail Protection Fund, LLC — the partnerships are described as winding down while the Fund remains open to accredited investors, and the ADV discloses that those partnerships undergo PCAOB audits and that clients receive fee credits to avoid double billing. The brochure also discloses that LFC provides portfolio management for pooled vehicles and that the firm has used client testimonials in its advertising, practices that are less common among multi‑team advisers.

To learn more about the advisors currently working at Lee Financial Company, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.