Lex Wealth Management is a financial advisory firm based in Marlton, New Jersey, serving clients in Philadelphia and beyond. Founded by senior wealth advisors Carmen M. Lex Jr. and Christopher Lex, the firm describes its work as a family partnership grounded in trust, open communication, and a personalized understanding of each client’s goals, values, circumstances, and comfort with risk. Its team has more than 30 years of combined experience.

The firm offers comprehensive wealth management and financial planning, including retirement planning, investment management, estate planning, tax planning, and insurance services. Its approach focuses on providing clear direction and tailored strategies for clients and their families through different stages of life. Lex Wealth Management invites prospective clients to begin with a brief call or appointment and offers resources such as financial education, market commentary, research, articles, and calculators. Securities and advisory services are offered through LPL Financial. The firm’s office is located at 10000 Lincoln Drive East, Suite 201, in Marlton.