facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Wealth Simplified

Because Life's Complicated Enough


 Wealth Management Simplified

We are dedicated to improving the lives of our clients through comprehensive wealth management and education. We design tailored strategies for medical device and pharmaceutical sales professionals so they can reduce taxes, invest smarter and optimize their income. Our ultimate goal is to make complex money matters a little less confusing and stressful. Life's complicated enough, so your money shouldn't be.

What Makes Us Better

target icon

Focused On You

We understand the high pressures, possible job uncertainty, time demands and variable compensation with your profession. Our advice will be focused on you and your situation.

presentation icon

Visual Planning

We're serious about your success. Our unique visual financial planning is the starting point on your roadmap to reaching your goals. No 100 page plans here! Just one or two pages that are clear and to the point.

diamond icon

Fiduciary Advisors

We are fiduciaries. As fiduciaries we are legally bound to place your interests ahead of ours at all times. We only recommend planning and investment strategies that are in your best interest.

Wealth Management for Medical Device and Pharmaceutical Sales Professionals 

We understand how spending time on areas outside your sales work often gets neglected, including wealth management. Consider these questions:

Are you focused on hitting sales goals at the expense of your own finances?

Do you struggle with your variable compensation, benefits & stock options?

Do you wish your financial life was simpler, your taxes lower, and that your investments and 401(k) work just as hard as you do?

If you answered “yes” to any of these, we can help. We will get you organized, educated and inspired to become financially independent.

Reach Out to Us

As Featured In

wealth management logo

courier journal logo

huffpost logo


David Dedman, ChFC®, AIF®, AAMS, AWMA Photo

David Dedman, ChFC®, AIF®, AAMS, AWMA

Founder & President

Welcome! I'm David and a native of Lexington, KY. I've been a financial advisor since 1993. I started my career with the large brokerage houses.

Their focus was on selling products and beating sales quotas. I knew I wanted to stay focused on my clients.

In 2002, I launched Lexington Wealth Management, an independent firm. I work with medical device and pharmaceutical sales professionals to reduce taxes, invest smarter and optimize income.

When I'm not working, you'll find me relaxing with my dogs, watching a good movie or spending time with my family.

Some Fun Facts About Me

  • I served in Iceland and Guantanamo Bay, Cuba in the Navy
  • I was accepted into art school
  • I collect world currency
  • I’m a huge Kentucky Wildcats fan
  • My two best friends are labrador retrievers, Daisy and Lucy
  • I have an obsession with ice cream
  • Favorite date night is a fire pit in the back yard with my wife
  • I love cruises with my family



If you have experienced...

  • Being ignored by a financial advisor
  • Not able to meet asset minimums for investments
  • Being sold high commission products

Here's What You Can Expect From Us

chat icon

We stay in contact with calls, meetings and email updates, so you know how you are progressing toward financial independence.

user icon

We believe that no matter the size of your portfolio, you deserve high quality planning and advice.

check mark icon

We avoid commission products and implement strategies that are in your best interest for a flat fee.

Wealth Management Services We Offer Include:

  • Retirement Planning
  • house iconEstate Planning
  • paper iconInvestment Management
  • money iconCash Flow Planning
  • user iconInsurance Planning
  • book iconEducation Funding
  • briefcase iconWorkplace Benefits Planning
  • cions icon Financial Goal Planning

Fee Schedule

One-Time Financial Plan

$1,000 - $3,000                                  

This option is for the do it yourself investor. For DIY clients that just want a financial plan or professional validation of their current strategy. Fee based on complexity.

Total Wealth Management

$150/mo+$500 onboarding fee


Comprehensive financial planning and investment management for individuals that want ongoing access to total financial advice. Planning fee waived for accounts over $500,000.

Investment Management

0.85% of Assets Managed               

This is for accounts that we manage for clients that have limited or no experience managing investments. This option is best for concentrated portfolios or a large windfall.

Reach Out to Us


A Better Way to Make Financial Decisions

Our visual financial planning will allow you to see your entire financial picture on one page. With our mind map-like diagramming you’ll have clarity like never before, and the result - better decision making about your future.

Our Simple But Powerful Process

user icon


This is where we get to know you, your goals and your finances. Our tool is called the Discovery Interview, it allows us to collect the data and find out what’s on your mind.

clipboard icon


Once we learn about your unique situation, we create a visual financial plan. Reviewing it together, allows us to find opportunities and identify areas that need immediate attention.

gear icon


Your goals and the visual plan will lay out the course of action. It will allow us to select strategies, resolve problems, and ultimately help you reach financial independence.

Get in Touch


Loading Posts...



What's on your mind?