Broker Check

Wealth Management for Women and Families

We help women and families grow their wealth to support the people and causes they care about most.

Schedule a Call

Plan

We build comprehensive financial plans that map how to get from where you are to where you want to be.

Invest

We design and manage customized high quality low cost Invesmtnt portfolios that reflect your values.

Delegate

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

Who We Are
LX Parker Wealth Management

We are an independently owned and operated boutique wealth management firm based in Texas with clients across the country. We specialize is serving accomplished women and their families who want to align their financial lives with their values. 

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

- Courtney Leffall, CFP® | Founder

Who We Serve
Singles, Couples & Families

We specialize in providing financial planning and investment management services to retirees and busy professionals in McKinney, TX and beyond. 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.

Singles

Singles

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. 



Learn more
Couples

Couples

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. 

Learn more
Families

Families

You are balancing long-term financial security with raising values-driven children, planning for future generations, and giving back to your community. You need thoughtful guidance to grow, protect, and steward your wealth in a way that creates lasting positive impact.

Learn more

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. We are able to serve clients virtually or you can meet us in person in our offices in Downtown McKinney, TX. 


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. 

View Financial Planning Services

Learn More
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. Be sure to check out our content tailored specifically to residents of McKinney and the surrounding areas. It's important to understand how local matters impact your financial future. 

  • 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. 

    Watch Videos

Our Blog
The Parker Perspective

Read read relevant financial planning articles written by our McKinney-based financial advisors that are tailored to the unique needs of our clients and conditions of the local markets.

Retiring In McKinney, Texas

McKinney proudly wears its motto "Unique by Nature," and for good reason. Nestled just 30 miles north of Dallas in Collin County, this city of over 200,000 blends the warmth of a historic small town with the conveniences of a booming suburb.

Read More

Deep in the Heart of Taxes

Living in McKinney, TX comes with a tax profile as unique as our Lone Star State—no income tax, higher property taxes, and a sales tax that tags every purchase from boots to brisket at Local Yocal. 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.

Read More

Fair or Not—Inflation Exists

The Ferris wheel, midway games, and those iconic Fletcher’s Corny Dogs are as Texan as our wide-open plains. But if you’ve been a fairgoer over the years, you’ve likely noticed: that crispy, golden treat isn’t the bargain it once was. Inflation has strolled into Big Tex’s territory, and it’s a vivid reminder of why our financial planning in McKinney needs to keep up with climbing costs—whether it’s fair food or our daily lives.

Read More

The Wizard of O.Z.:  Opportunity Zones in McKinney, TX

As a fiduciary advisor in McKinney, I’m here to explain what and where these Opportunity Zones are, how they work, and why they might matter to you.

Read More

Moving to McKinney, TX

With a population up nearly 20% in the last decade, McKinney’s mix of historic charm  and modern appeal is a magnet for talent. You may be buying a property, enrolling kids in school, rolling over a 401(k), and decoding corporate benefits like ESPPs or stock options. If so, this guide offers financial insights to help you pursue your McKinney journey.

Read More

The State Fare of Taxes

Living in McKinney, Texas, is like attending to The State Fair of Texas—there’s plenty to enjoy, from historic Downtown to growing suburbs, but first we must pay a “fare” to before we can enjoy all the festivities at The Fair Grounds.

Read More

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. We are happy to meet virtually or in person at our office in downtown McKinney, TX.

Book a Meeting