Finance Consultant

We are a professional and focused five-person team with a century of combined experience in the financial services industry. We strive to deliver world-class service to our clients. Our premier team emphasizes integrity, trust and service by placing an unconditional focus on the client as well as his or her needs. We leverage the global breadth and depth of UBS while maintaining the heart and soul of a two-person organization. Exceptional service for discerning investors – We are The Lexington Group.