Lee Financial


Innovative solutions for long term financial success

Lee Financial in Your Corner

Since 1975, we have been proudly helping families and businesses reach their financial goals.

We are leaders in the field of fee-only financial advice. We are independent, working only in our client’s best interest without accepting commissions. We are service-driven rather than being product-driven. This independence keeps us thinking and gives us more opportunities for tailored solutions to help our clients pursue their future.

Lee Financial works with clients to understand what brings them fulfillment and helps them to define their vision of success. We help you move confidently toward your vision with planning and discipline. Understanding short- and long-term goals leads to a life—and story—well lived.

WholeVision™ Approach

Our wealth management team partners with clients to create an organized, disciplined system addressing their diverse needs. On-going dialogue and proactive monitoring promotes the achievement of clients’ long-term objectives, which evolve over time. Lee Financial makes sense of it all.