A complete list of active advisors currently associated with Lee Financial Group

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

The firm provides discretionary investment management and comprehensive financial planning to individual and high‑net‑worth clients, delivering tailored portfolios and written financial plans that address retirement, estate, tax, insurance, college, cash‑flow and business planning. It also assists clients in selecting and monitoring third‑party asset managers and implements retirement account advice as a fiduciary. Its investment approach emphasizes a Modern Portfolio Theory framework with a passive core of index mutual funds and ETFs, combined with strategic asset allocation and tactical deviations; the firm also incorporates fundamental and technical analysis as inputs. The adviser may implement portfolios through outside managers or an automated advisor platform and recommends institutional custodians for execution and custody. Noteworthy features include the firm’s very small scale—reporting roughly $1.23 million in assets under management and about 14 clients—which supports a hands‑on, concentrated client relationship uncommon for many independent advisers. The principal brings corporate finance and advanced‑degree experience to the practice, the firm provides ongoing multi‑topic planning alongside portfolio management, it accepts clients without a stated account minimum, and it discloses platform services and proxy‑voting practices that clients should consider.

To learn more about the advisors currently working at Lee Financial Group, 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.