A complete list of active advisors currently associated with Lexus Wealth Management
Warmer can help you find a great advisor at Lexus Wealth Management or one who fits your needs even better.
Lexus Wealth Management serves individual and high‑net‑worth clients as well as institutional types such as banks, pension plans, trusts, and corporations, managing approximately $42.3 million for about 279 clients through a three‑advisor team. The firm offers discretionary portfolio management, written financial planning, retirement rollover advice, and consultation/speaking engagements for both clients and non‑clients. The firm develops an individualized Investment Profile for each client and applies a mix of fundamental, technical and modern portfolio theory approaches, emphasizing strategic asset allocation, periodic rebalancing, and tailored adjustments for special situations (e.g., low‑basis stock or business interests). Managed accounts are actively monitored with at least quarterly reviews, and trades are implemented through an institutional platform described in the brochure. Several disclosures distinguish Lexus from many peers: the brochure notes a prior regulatory matter from 2014 that resulted in a FINRA suspension, fines, and a state‑imposed educational requirement, an uncommon disclosure for firms in this category. Lexus also offers paid educational seminars and speaking engagements (with fees described in the brochure) and discloses that its advisers are licensed to sell insurance products and may receive commissions for those sales, a potential conflict of interest it describes and addresses in its policies.
To learn more about the advisors currently working at Lexus Wealth Management, 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.
You can also browse Lexus Wealth Management's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Lawrenceville, GA
| 24
| |
Olympia Fields, IL
| 18
| |
Omaha, NE
| 25
|
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)