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The Kessinger Lee Value Proposition

Built on an 80-year legacy of exceptional service for our clients, The Kessinger Lee Group is a 9-member team entrusted with almost $1B in assets.  Our multigenerational team has more than 100 years of combined experience in helping clients make sound financial decisions to protect, grow, and transfer their wealth. We work hard to understand the unique needs of all our clients and have dedicated ourselves to being trusted advocates in helping them achieve their financial goals.

What you can expect from us

Every relationship we establish can expect three things.


No two client situations are the same. We use creative solutions that match your needs in order to achieve your financial goals.

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We partner with you and the other professionals in your center of influence to provide you with the best service and position to win.

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We do more than just handle money. We invest in people's lives.  That requires empathy, understanding, and connecting in ways beyond the portfolio reports.

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Meet Our Team

You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

With different careers, life paths, and goals, you need advice tailored to your specific situation. That's why we seek to simplify the complex, creating peace in the chaos, while also providing a level of service rarely seen in the financial industry.

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