Lexington Financial | Financial advisors in Georgetown, TX & Campbell, CA

    Strategies Designed for You


    Financial Planning

    It’s not enough to have a financial plan; your plan has to work for your goals and dreams. We work with you to build a relationship and customize your plan to meet your individualized objectives.


    Risk Management

    When it comes to helping you protect your assets and secure your future, we can help. We’ll assist you with a wide range of risk management strategies to fit your needs.


    Tax Strategies

    Growing your wealth requires knowledge of the tax implications of building your wealth. We can help you understand the complexities of the tax code and optimize your financial planning.


    Inspiration. Illumination. Dedication.

    Our team is committed to helping you reach your dreams by providing the financial education that allows you to illuminate your possibilities. They are dedicated and passionate about delivering the guidance that can help you thrive and prosper.



    Talk to an Advisor

    We care about your health and safety.
    We’re currently offering appointments via Zoom.

    Schedule a free consultation to see how
    we can help you with all of your financial needs.

    Contact Us Form


    This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.