Welcome to Lenington Financial
Lenington Financial is a fee-only Registered
Investment Advisory firm with offices in Portland, Oregon
and Los Angeles, California. We provide our clients as-needed
or comprehensive financial planning and investment management
advice regardless of net worth, income or investible assets.
»Our Mission:
To provide you:
- a clear and inspiring vision for your future,
- a financial plan designed to make that vision a reality,
- the support, discipline and confidence needed to act
on your plans
and live a more satisfying life.
»Our Approach:
Is client centered and holistic. The numbers are important but they are not the whole story. We educate and coach you through decisions, goals, and life transitions rather than us deciding what model you fit in to. Many times, our questions are more important than answers. That’s because for us planning is a process and not a product. This process leads to greater implementation and success of the plan. We seek to build long-lasting relationships focused on your specific needs and concerns.
»Our Commitment:
To provide exceptional advice of the highest integrity. As
a member of the
National Association of Personal
Financial Advisors (NAPFA) and a
CERTIFIED FINANCIAL PLANNER™ professional,
Derek proudly adheres to the industry’s most demanding practice requirements.
Lenington Financial will never accept compensation contingent on the purchase
or sale of a financial product. We put our client’s
interest first - always. As a Registered Life
Planner® with the
Kinder
Institute of Life Planning, you can expect Derek to act with the utmost
care and diligence so that those who entrust their planning to Lenington Financial
have the faithful guide they need in the fulfillment of their dreams.
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