We believe it is our responsibility to understand
what makes you unique.

Both you as a person and your finances, in that order. Because success means different things to different people. By asking better questions and not assuming any standard answers, we look to deeply understand our client’s definition of an ideal outcome of working together. We view success as a journey and not a specific destination.

Our work is singularly designed around addressing your unique financial goals and your definition of success.

We live in an amazing moment in time, the information age, where facts and data are just keystrokes away. Yet information without the wisdom and experience to harness it, many times leads to disappointing results.

LEXCO Advisors work tirelessly to clarify your real world goals and then spend the time you deserve helping you understand your options and their consequences. Every plan is thoroughly researched and highly customized with no cookie cutter solutions.

Our Goal Is To Deliver
An Exceptional Experience Of Financial Partnership And Results Supported By The Following Core Values:

Common Sense

Integrating your entire financial strategies and simplifying the complicated.


Coordinating a team of professionals to provide well researched solutions.


Check in regularly to see how your money is working for you.


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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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