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Guiding you through life’s twists and turns

Helping Clients to Protect and
Build Wealth for
Over 40 Years

Life doesn't always go as planned

We're here to guide you through
life's twists and turns

WHERE DO I EVEN START?

9,500 MUTUAL FUNDS
1.25 MILLION ACCOUNTANTS
6,700 BANKS

Lee Financial

Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planninginvestment 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.