4 advisors with offices in Lexington. Credentials, fee structures, and minimums are disclosed on each listing.
Lexington, South Carolina
Blue Trust | Columbia Financial Advisors is an investment advisory firm based in Lexington, South Carolina, offering investment management and wealth management services. The firm works with clients in English.
View detailsLexington, South Carolina
Independent RIA
CMC Wealth Management, LLC is an independent registered investment advisor based in Lexington, South Carolina. The firm provides estate planning, financial planning, insurance analysis, investment management, and retirement planning services. As a fiduciary, it operates under a duty to act in clients' best interests.
View detailsLexington, South Carolina
Carolina Wealth Management, located in Lexington, South Carolina, provides investment management, wealth management, and financial planning services. The firm operates in English and serves clients seeking guidance across multiple areas of personal finance.
View detailsLexington, South Carolina
The Sturkie Wealth Management Group, located in Lexington, South Carolina, provides financial planning, insurance analysis, and investment management services. The firm specializes in investment management and wealth management for its clients.
View detailsAdvisors serving Lexington specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (South Carolina's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.