What We Do 2018-10-30T22:12:05+00:00

Helping you to focus
on your most important
financial decisions

What do you want to spend your time on?

33,000 Decisions per Day
773,618 in a Lifetime

What We Do

Lee Financial is a Dallas wealth management firm committed to its clients security, success, and fulfillment. As a fee-only financial advisor, Lee Financial offers financial planning, investment management and human capital development services. We are our client’s core advisor and trusted resource for personal, family and business needs.  We strive to enrich the lives of our clients and their families thru the intelligent allocation of their time and resources.

Founded in 1975 as one of the first financial advisory firms in the United States, Lee Financial has worked with a wide range of high net worth clients.  As a result, we have the experience to meet the wealth management needs of individuals and families including:

  • Physicians
  • Entrepreneurs
  • Executives and Professionals
  • People affected by divorce
  • Widows and Widowers
  • Retirees
  • Families of Wealth
  • New or Sudden Wealth