Lee Financial is an independent, fee-only wealth management firm based in Dallas, Texas, founded in 1975. The firm specializes in providing personalized financial planning, investment management, and human capital development services to high-net-worth individuals, families, and businesses across the United States. Lee Financial operates under a fiduciary standard, ensuring that client interests are prioritized without the influence of commissions or product sales. Their proprietary WholeVision™ approach offers a comprehensive, evolving strategy that integrates financial planning with proactive monitoring to help clients achieve their long-term goals. The firm serves a diverse clientele, including professionals, entrepreneurs, and nonprofit organizations, and is recognized for its disciplined, service-driven methodology. With over $1.3 billion in assets under management, Lee Financial maintains a client-focused philosophy, emphasizing clarity, confidence, and innovative solutions for sustainable financial success .