Jonathan Marcus, Cfp®, Aif® Email & Phone Number

We find great satisfaction in helping good people benefit from the financial guidance of our experienced, multigenerational team.It’s why we work so hard and are so careful with the wealth you’ve earned and accumulated. You want to invest it, yet preserve it; save it, but inevitably share it with your loved ones and beloved causes. To us, this is the true meaning of wealth. We invest our years of experience and generations of prudent financial counsel in helping you pursue such an admirable endeavor.For additional information and disclosures please visit: https://lexingtonwealth.com/. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) in the U.S.