Its not what we do – it’s why we do it.



Success has a different definition to each of our clients. At LEXCO we always start by understanding the “why”. Once we take the extra time to learn what matters most to you, we feel we are already in a good position to provide meaningful advice.

Our clientele is typically the first generation in their family to have built a solid worth by working hard, saving even harder and benefiting from smart financial decisions over time. Yet time becomes a premium for all as we grow older. Therefore we look to help simplify the complicated and frame potential options so you can arrive at an educated decision. Our approach is focused on helping you achieve your definition of success. In the end, we realize that ultimately it’s about results.

But instead of trying to be everything to everyone, we’ve learned a lot over the years. We have spent countless hours assessing our skills and where we can best bring value to clients. So while most big firms try and fail to do it all, we work with a few select groups.

• Corp Execs

• Business owners

• Professionals

• Retirees


Pre Retirees



Business Owners



Physicians


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, 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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