Lexington Financial

Illuminate Your Possibilities

Financial planner in Los Gatos, CA (show on map)

Independent financial advisory practice in Campbell, CA with decades of experience providing comprehensive wealth planning and sophisticated tax strategies.

Call (408) 395-5000

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About

Lexington Financial is an independent financial advisory practice registered with Raymond James. The firm offers comprehensive wealth planning capabilities including sophisticated tax strategies.

Founded in 1988, the firm has built a team of professionals with specialized knowledge who work together to collectively serve client needs. Services include financial planning, retirement planning, estate planning, risk management, and tax planning. The firm serves individuals, families, and business owners in the Silicon Valley area.

Founded in 1988 with 37+ years of experience

Registered with Raymond James

Multiple CFP® professionals on staff

Comprehensive wealth planning with sophisticated tax strategies

Independent advisory practice

Services

Financial Planning

Comprehensive financial planning to help clients build and preserve wealth, identify risks, and achieve financial goals.

Wealth Building Risk Assessment Goal Setting Investment Planning

Retirement Planning

Retirement planning strategies including employer plans, IRAs, Social Security, and investment options.

401(k) Pension Plans IRAs Social Security Annuities

Estate Planning

Estate planning to help preserve, protect, and pass along wealth to heirs.

Estate Planning Wealth Transfer Legacy Planning

Risk Management

Risk management strategies to protect assets, business, and health.

Insurance Planning Asset Protection

Tax Planning

Tax planning considering implications of individual, investment, and business decisions on tax liability.

Income Tax Planning Investment Tax Planning Business Tax Planning Gift and Estate Tax Planning

Credentials & Certifications

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Frequently Asked Questions

What is Lexington Financial? +

Lexington Financial is an independent financial advisory practice with decades of experience, offering comprehensive wealth planning capabilities including sophisticated tax strategies.

When was Lexington Financial founded? +

Lexington Financial was founded in 1988 by Marciel J. Camacho.

What services does Lexington Financial offer? +

Services include financial planning, retirement planning, estate planning, risk management, and tax planning.

Where is Lexington Financial located? +

The office is located at 1475 S Bascom Ave, Suite 201, Campbell, CA 95008. The mailing address is 503 Woodland Park, Georgetown, TX 78633.

What is the firm's philosophy? +

The firm believes in inspiring financially healthier communities by delivering education that illuminates possibilities and helps clients confidently make informed financial decisions.