Lee Financial

Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planning, investment management and human capital development to high net worth individuals and families nationwide. Lee Financial strives to be a trusted resource for personal, family and business needs.
WholeVision: Financial, Shared, Human & Fulfillment capital.

WholeVision™

  • Financial Capital
  • Shared Capital
  • Human Capital
  • Fulfillment Capital
Wealth Management Team

Our Wealth Management Team

Lee Financial Blog

Blog: Company News & Updates