Founded in 1975, Lee Financial Corporation is a privately-held, fee-only wealth management firm based in Dallas, Texas. The company operates as a fiduciary, focusing on providing integrated financial planning, investment management, and advisory services to high-net-worth individuals, families, and foundations. Their approach emphasizes creating customized, long-term financial strategies that align with client goals, without the conflicts of interest associated with commission-based compensation.

Founded in

United States