» About Lenington Financial
- We are a small, local firm and provide great personal
service. There are no expensive latte machines (sorry) or designer
desks to pay for. Our office mirrors our approach - informal, warm and inviting.
- Because our overhead is low, we charge less than many other financial planning firms.
- As independent financial planners, we have a fiduciary responsibility to our clients to always put their best interests first. This may seem obvious to you, but in fact it is all too rare in the financial services area. We provide a signed fiduciary oath to each client.
- We offer full-service financial planning on an hourly based fee-only basis.
- Unlike most other financial planners, we never work on commission.
- We support fundamental fairness and equality for all and believe that ‘family’ is defined by what family members do for each other, not by the way it is structured.
» Back to top
» Core Values
Respect
We believe in working in an environment where people respect one another. We respect our clients and are considerate of their individual needs.
Integrity
We always speak the truth. What we promise is what we deliver. As fiduciaries, we are held to the highest ethical standards of due care.
Confidentiality
We treat our client’s information with the upmost care and we are sensitive to the privacy of our clients.
Education
We believe in the power of knowledge and education. We strive to educate our clients so they can make the most informed decisions. We pursue professional continuing education, and dedicate the resources necessary to meet these goals.
Commitment
We are committed to the vision, mission, core values and success of Lenington Financial, LLC, its current and future team, and its clients at all times.
Trust
Our business is built on the relationships we have with our clients. The strength of those relationships is based upon our clients’ confidence that we are always available for them, that we are honest with them, and that we always put their interests ahead of our own.
Objectivity
We believe our clients are entitled to independent advice, free of any influence from specific product, platform, or vendor.
Professionalism
As a CERTIFIED FINANCIAL PLANNER™ practitioner we have an obligation to enhance and maintain the profession’s public image and to work diligently to improve the quality of services offered.
Leadership
We strive to actively participate in industry and philanthropic endeavors that are consistent with our vision, mission, and core values.
» Back to top
»Vision Statement
Our vision is to grow as a professional organization, fully utilizing our unique abilities to provide meaningful and purposeful service for our clients. Striving for maximum benefit for all of our clients will result in growth and profitability for our firm, and financial security and well being of our associates.
» Back to top
» Derek Lenington, CFP®
 Hello, I’m Derek Lenington and thank you for this opportunity to connect with you. I hope that after reading this brief write-up you will know some key facts about me which may be helpful when choosing a partner for your financial planning and investments. As a long-time financial professional and soon to be ’50 something’, I’ve been around the fiscal block a few times. After working in other environments, I was determined to open my own financial planning shop – Lenington Financial – so that I could provide truly independent advice, no strings attached.
» Read Derek's Full Bio.
» Back to top
»Affiliations
Derek Lenington has been a licensed Certified Financial Planner™ professional since 2002. The CFP® mark is awarded by the Certified Financial Planning Board of Standards to individuals following their successful completion of:
- Education in the financial planning body of knowledge at a CFP Board registered institution, covering over 100 topics in investment, retirement, tax, estate, insurance and general principles of financial planning
- Successful completion of a two day comprehensive national examination, which has a historical pass rate of less than 60%
- Three years experience in the provision of personal financial planning to individuals
- Adherence to a strict CFP Board Code of Ethics
For more information visit their website at www.cfp-board.org
Kinder Institute of Life Planning
Derek earned the prestigious Registered Life Planner (“RLP®”) designation in 2008. This required completion of a five day residential training program followed by a six month practicum involving peer review with mentor coaching & supervision.
The Kinder Institute’s mission is to teach planners and advisors the relationship skills and methodology of Life Planning. Life planning is the human side of financial planning. Life planning seeks to discover the deepest and most profound goals of a client through a process of listening and inquiry. A life plan is much more meaningful than a conventional financial plan and is designed to ensure people achieve their deepest and most profound goals.
For more information visit their website at www.kinderinstitute.com.
Commitment to helping people from all walks of life
Derek has been a proud member of The Garrett Planning Network, Inc. since 2004. Garrett is an international network of independent financial advisors and planners offering hourly as-needed financial planning and advice to anyone regardless of income. Participating financial advisors and planners bring the collective wisdom of the entire network membership to their own individual practice.
For more information visit their website at www.garrettplanningnetwork.com.
Since 1983, the National Association of Personal Financial Advisors (NAPFA) has been the nation’s leading organization of Fee-Only comprehensive financial planning professionals. NAPFA members practice financial planning which is client-centered, objective and ethical. As a NAPFA member, Derek adheres to the industry’s most demanding practice requirements, including Fee-Only compensation, and meets NAPFA’s rigorous standards. NAPFA-Registered Financial Advisors maintain the highest standards of proficiency in the industry.
For more information visit their website at www.napfa.org
» Back to top
|
 |
|