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Wealth Simplified

Because Life's Complicated Enough


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 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


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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.

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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.

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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.


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About Us

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

SCHEDULE A DISCOVERY CALL WITH DAVID

Services & Pricing

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


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

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

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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


Ongoing Financial Planning

$150/Mo+ $500 Onboarding fee

Comprehensive financial planning for individuals that want ongoing real life advice throughout life’s key moments.

Project Based Planning

$1,000

This option is for the do it yourself investor. We will cover a particular financial planning topic or review your current plan.

Investment Management

0.85% of Assets Managed

This is for investment accounts that we manage. This option is only available to financial planning clients. Planning fee waived for accounts over $500,000.




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Our Process

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


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Discovery

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.

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Plan

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.

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Implement

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.


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