Comprehensive Solutions backed by a team of skilled professionals



What success means to you is the driver of all LEXCO client relations. You are unique and many times Wall Street’s biggest firms miss this basic fact. We are focused on helping frame issues and opportunities so you can make the most informed decision possible.

Beyond our work lies something less tangible but equally important: our commitment to helping you achieve your financial goals. We believe that this is what sets us apart and creates the bedrock of long standing relationships.

When you work with LEXCO you’ll benefit from the capabilities of an experienced advisor that understands what’s most important to you. Our strength lies in our abilities to integrate your planning and we use a dynamic approach to simplifying your financial life.

As a Registered Investment Advisor or RIA we offer the added advantage of being able to provide guidance that is independent from potential conflicts of interest.

Integrating your entire financial strategies and simplifying the complicated.

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Coordinating a team of professionals to provide well researched solutions.

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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Financial Planning offered through LEXCO Wealth Management, Inc., a registered investment advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California, Colorado, Connecticut, Florida, Illinois, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, and Virginia.

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