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OUR MISSION IS SIMPLE:

GIVE YOU STRAIGHTFORWARD FINANCIAL ADVICE.


OBJECTIVE, HONEST, EASY TO UNDERSTAND.

Financial Planning Strategist | Wealth Building Guide 

Feel confident managing your finances

Cory Marchbanks, CFP®

LEXCO Wealth Management

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OUR APPROACH

PLANNING FIRST

The first step is to do a thorough review to determine where you stand and then work with you to develop your goals.  We’ll design a plan to help you confidently pursue your goals, guide you through it, and evolve the plan as your life changes.

TRANSPARENCY

We are transparent with your costs and our compensation.  Before engaging with us, you will know the cost of services and what to expect out of the relationship.  We fully disclose our fee structure and hold ourselves to a fiduciary standard.

OBJECTIVE

We are independent financial advisors which means we are objective in our approach.  When advising clients we evaluate all options, regardless of supplier, and we recommend what is in your best interest and what best fits your needs.

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FINANCIAL SERVICES

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FINANCIAL PLANNING

Financial planning pulls together all your finances, and organizes them to help make management easy and effective. The more you understand and better manage your wealth, the more prepared you are for your goals and dreams.

INVESTMENTS

Identify your long-term financial goals and the steps needed to pursue them.

RISK MANAGEMENT &  INSURANCE

Protect you and your family from the unexpected.

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WHO WE SERVE

While we can and do work with anyone, our practice focuses on the following:

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CAREER AND FAMILY BUILDERS

Building Career, Family, or Both

The struggle between building your career and a family is real.  The balancing act of advancing your career to support your family creates many challenges.  Having a plan gives you time to focus on yourself and your family.

Education Planning

Life Insurance

Investing 

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EDUCATORS AND ACADEMICS

Public and Private K-12 and
Higher Education

You have dedicated your career to shaping the lives of others.  But, how often do you take time to educate yourself on retirement and grade your own progress? Work with a team that is as passionate about your future as you are about others'.

403(b) Retirement Planning

Pension Benefits

Healthcare

Doctor's Appointment

HEALTHCARE PROFESSIONALS

Hospitals, Medical Groups, and Private Practices

Healthcare professionals are altruistic, but that doesn't mean you have to neglect yourself in order to care for patients.  Work with your own dedicated care team on your financial health. 

Deferred Compensation 

Professional Liability 

Disability Protection 

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SELF-EMPLOYED AND BUSINESS OWNERS

Freelancers, Consultants, and Side Hustles

Being self-employed or running a small business is exciting.  Choosing this path comes with its own set of unique challenges and even more rewards.  Working with our team allows you to focus your energy on your business.

Buy/Sell Agreements

Employee Benefits

Retirement Plans

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WHY HIRE LEXCO?

The increasing complexity of today’s financial matters drives many to search for simplicity. With this in mind, we ask you the only two questions that will determine if we continue:

CAN I DO THIS MYSELF?

DO I WANT TO DO THIS MYSELF?

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CORY A. MARCHBANKS, CFP®
VICE PRESIDENT | WEALTH MANAGEMENT ADVISOR

Cory Marchbanks is a highly experienced advisor. Using a comprehensive developed approach combining both holistic and financial theories, Cory works to ensure that all aspects of a person’s financial life are included in his custom strategies. Cory believes being a fully independent advisor and his focus of simplifying the complex gives his clientele greater control and probability of success.

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