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We Manage Your Wealth So You Can Enjoy Yourself

Busy Professionals and Early Retirees

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Plan

We build financial plans designed with a goal to allow you to retire early without worry.

Invest

We design and manage customized high quality low cost portfolios tailored to your needs.

Delegate

We liaise with your CPA, attorney and other professionals to ensure your plan is executed properly. 

<sup>Who We Are</sup><br/>LX Parker Wealth Management<br/>

Who We Are
LX Parker Wealth Management

We are an independently owned and operated boutique wealth management firm dedicated to improving the financial lives of busy professionals and retirees through independent, fee-based, fiduciary advice.

What We Do
“We simplify complexities so you have time to do what you enjoy”

- Courtney Leffall, CFP® | Founder

Who We Serve
Retirees & Busy Professionals

Whether you are a busy professional entering your peak earning years while juggling competing financial goals, or you recently retired and need to ensure that you have an income distribution plan that you can not outlive, we can help you build and implement a plan to pursue your goals.

Retirees

Retirees

You recently retired and want to ensure you have a sustainable income distribution plan that you wont outlive. You have worked hard to save and want to make sure you manage those assets correctly. 

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Pre-Retirees

Pre-Retirees

You are nearing retirement and recognize that the next 10 years are extremely important in being able to retire successfully. You have done some savings but have other goals and are not sure whether you are on track.

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Busy Professionals

Busy Professionals

You are entering your peak earning years and have a demanding career and are short on time. You need guidance to manage competing goals like planning for retirement, saving for college and buying a second home. 



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What We Offer
Everything You Need

We offer you a full suite of wealth management services including, financial planning, investment management, retirement planning, tax planning strategies, risk management, estate planning strategies, personal CFO and trust services.


Retirement Planning

We build a robust retirement plan that simulates over 1,000 different market scenarios to stress test your probability of not outliving your money. 


Investment Management

We design and implement long-term, tax-efficient, cost-effective, well-diversified portfolios tailored to your goals.


Tax Planning Strategies

We collaborate with your CPA to implement tax strategies in your financial plan to help you keep more of what you make.


Estate Planning Strategies

We coordinate with your estate attorney to develop and implement a plan to protect, preserve and pass on your assets in a manner consistent with your values. 

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Providing Knowledge as a Tool

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help. Browse our content library to gain a deeper perspective on how we think and to stay up to date on the latest financial planning topics.

  • Visit our blog to read the latest financial planning content and stay abreast of relevant financial planning information.

    Visit Blog

  • Visit our video library to browse timeless videos that explain key financial planning topics and concepts.

    Watch Videos

  • Need to run the numbers on your own? Use our powerful financial calculators to get the answers. 

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Test Your Investing Knowledge

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Our Blog
The Parker Perspective

Read read relevant articles about financial planning topics to deepen your knowledge and better understand how we think.

Eight Mistakes That Can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible.

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The Psychology Of Love And Money

Money can be a touchy subject, especially in our closest relationships. It’s also inescapable—like it or not, finances are integral to our partnerships, families, and even friendships.

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AI's Role In Shaping Our Tomorrow

Recently, the buzzword artificial intelligence (AI) is on everyone’s minds, not just in the tech world but across multiple industries, including financial services.

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Are You Ready?
Take the First Step

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. If you are ready to take the next step in the process and would like a complimentary consultation use the link below to reserve time with us.

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