A complete list of active advisors currently associated with Lexington Financial/Life Management, LLC

Warmer can help you find a great advisor at Lexington Financial/Life Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Lexington Financial/Life Management, 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.