Lexington Financial/Life Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$104,854,273
Clients
41
Advisors
2
of 6 employees
About
Lexington Financial / Life Management positions itself as a virtual family office serving high-net-worth and ultra-high-net-worth individuals and families as well as trusts, estates, pension/profit sharing plans, charitable organizations, and closely held businesses. The firm provides personalized investment consulting and portfolio management alongside broader financial guidance services such as estate and trust planning, accounting and tax services, bill payment and consolidated wealth reporting.
The firm follows a goals-based, family-centric life management methodology and implements client strategies through a mix of discretionary managed accounts and third‑party managed programs (including participation in SEI-managed account and wrap programs). Portfolios may include public securities, alternative and private investments, and the firm may consider margin or borrowing in managed accounts where appropriate; investment selection is driven by client objectives, risk tolerance and individualized constraints.
Lexington is notable for several uncommon affiliations and activities for a small advisory team: it has an ownership relationship with a trust company and may refer clients for trust services, it participates as an adviser or investor in private funds, and it is developing a WealthTech platform for which accredited clients have been solicited via Simple Agreements for Future Equity (SAFEs). Because SAFEs are privately issued and not held at a qualified custodian, the firm discloses it is deemed to have custody of those instruments and arranges independent surprise examinations and issuer confirmations to verify holdings.
Client services
Expertise
Occupation focus
Fee options
One-time flat fees for financial strategy analysis and recommendations ranging from $15,000 to $100,000; implementation fees ranging from $5,000 to $25,000; and management/monitoring fees ranging from $30,000 to $200,000 annually, all negotiable.
0.20% to 2.00% (negotiable, based on agreement)
Commissions earned by licensed insurance agents affiliated with the firm for selling insurance products, separate and in addition to advisory fees.
Main office
1600 West End Ave., Suite 200
Nashville TN 37203
Advisors at this office
2
Most active in
Florida · North Carolina · Tennessee
Also doing business as
Lexington Family Office, LLC · Lexington Financial Life Management · Lexington Financial Life Management, LLC · Lexington Financial/Life Management, LLC · Lexington Investment Consulting, LLC · Lexington Investment Counsel · Lexington Investment Counsel Of California · Lexington Investment Counsel, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Kristopher M
PFS™
Nashville, TN
Lexington Financial/Life Management, LLC
Kristopher Miller is a financial advisor at Lexington Financial/Life Management, LLC in Nashville, TN, holding a PFS™ designation with eight years of industry experience. Prior to joining Lexington in 2018, he worked at Crosslin PLLC for five years. He is also a partner in TM2 Accounting Solutions, LLC, a Tennessee-registered accounting firm focused on tax consulting and compliance review. Lexington Financial/Life Management operates as a virtual family office serving high-net-worth individuals, families, trusts, estates, pension plans, charitable organizations, and closely held businesses. The firm offers personalized investment consulting and portfolio management alongside estate and trust planning, accounting and tax services, and consolidated wealth reporting.
Dale V
Series 65
Nashville, TN
Lexington Financial/Life Management, LLC
Dale Veitch is a financial advisor with Lexington Financial/Life Management, LLC, holding a Series 65 license and bringing 18 years of industry experience. He has been associated with Lexington Investment Consulting, LLC since 2010 and with Lexington Family Office Services, LLC since 2005. Veitch is a managing board member of Lexington Financial Life Management, LLC and occasionally sells insurance products to clients, receiving commissions in such instances. Lexington Investment Consulting, LLC operates as a virtual family office serving high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, and charitable organizations. The firm offers customized investment consulting, portfolio management, and a broad range of family-office services, employing a goals-based, family-centric life-management approach.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")