Lee Financial

Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planning, portfolio management and human capital development to high net worth individuals and families nationwide. Founded in 1975 as one of the first fee-only financial advisory firms in the country, Lee Financial is an advisor and trusted resource for personal, family and business needs.

WholeVision™

  • Financial Capital
  • Shared Capital
  • Human Capital
  • Fulfillment Capital

Our Wealth Management Team

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