Fiduciary Advice for Medical Professionals
and their Families

We focus on your financial health so that you can focus on the health of others 

Why Lee Financial Group?


LFG has a fiduciary obligation to our clients, meaning that we have a duty to always provide financial planning advice that is in our clients’ best interest

Integrated Approach

More than just investments. Tax planning, Estate planning, Retirement Planning, and more. We strive the provide the resources necessary for you to reach your goals.

Personal Client Relationship

We get to know you, developing a plan towards retirement and a friendship transcending beyond quarterly reviews.

Full Client Service Offering

Retirement Planning
Tax Planning
Estate Planning Review
Investment Management

Click “Fees and Process” for more details on cost of service.

Austin Lee, CFP®

Hello, and welcome to Lee Financial Group, LLC.  I founded the company in order to serve medical professionals who dedicate their lives to improving the life of others but do not have the time to take care of their financial health.

As a Certified Financial PlannerTM, I help guide my clients to find the best path towards their goals through financial planning, managing their investments, and lowering their tax liabilities.

During my free time, I enjoy spending time with my wife and three kids, all whom are always there to support and motivate me.  I also love being outdoors, trying to take advantage of the fresh air and great weather.  My family recently spent some time traveling the country, making stops at Yellowstone National Park and Mt. Rushmore.


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