The Sturkie Wealth Management Group
“We met again and Joe went through the entire plan in plain English so that everything was simple to understand without needing a finance degree.”
Best Financial Advisors in Lexington, SC
15 firms listed · 9 in Lexington · 13 rated 4.5+ · 2 show a license
Data verified October 18, 2026
Dooley & Company
“They were efficient and were able to get our taxes filed quickly and without any hassle.”
Limehouse Financial
“Tripp and Jonathan apply a consistent approach that is easy to understand and we are very grateful for their patience, connectivity and direction.”
Cola Wealth Advisors-Lexington SC
“They have meticulously seen to our needs and have been incredibly generous almost to a fault with our entire program.”
CMC Wealth Management
“If you don't already have someone helping you plan for your financial future, give him a call!”
Wealth Creations
“Comilla Mays was very professional and responsive when it came to my needs.”
The 15 firms listed for Lexington, SC provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Lexington, SC
Of the 15 firms we list here, 9 are in Lexington itself and 6 come from Columbia (3, 18 mi), West Columbia (2, 7 mi) and Irmo (1, 7 mi). The firms on this page are rated from 4.2 to 5.0 across 219 reviews; 13 are rated 4.5 or higher. 2 show a license on their websites. 4 have ten or more years of experience, the longest 23 years. 1 lists coupons or special offers. We have a website on file for 11 of the firms on this page; 9 publish a contact page; 7 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Lexington take financial planning bookings online?
2 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
American Financial-Lexington
“Reasonable, understanding, and outstanding finance company.”
Frank Douglass, CPA CFP
“Frank (owner and CPA with decades of experience) was the only one to reply and went out of his way to help me (I'm not even his client yet); and he did it the day before a holiday.”
Caldwell
“They are the Best Trust and Estate Planning Professionals in Lexington.”
Beckett Financial Group
“JB did a great job pinpointing exactly the coverages that were suited to me in my business.”
Preservation Specialists
“They have always been honest with me, and take the time to answer all my questions and even when they have to do it more than once I am treated with respect.”
Burkett Burkett & Burkett CPA PA
“They are extremely helpful for whatever your level of finances!”
Doug Jolley Retiring Sharp
“! Doug is meticulous and will thoroughly design your retirement plan to best suit your needs”
Cornerstone Financial Management - the Templeton Group
“Ryan Templeton was nothing but helpful and informative when trying to get my finances in order.”
Calmwater Advisors
“They offer personal service like nobody else I have ever dealt with”
Why these companies made our list
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