Welcome to Lenington Financial
is an independent fee-only financial life planning firm with offices
in Portland, Oregon and Los Angeles, California. We provide
comprehensive or as-needed financial planning, retirement
planning and investment advice to individuals and families
of all types regardless of their net worth, income or investible
To provide you:
- a clear and inspiring vision for your future,
- a financial plan designed to make that vision a reality,
- the support, discipline and confidence needed to act on your plans, and live a more satisfying life.
Is client centered and holistic. The numbers are important but they are not the whole story. We educate and coach you through decisions, goals, and life transitions rather than us deciding what model you fit in to. Many times, our questions are more important than answers. That’s because for us planning is a process and not a product. This process leads to greater implementation and success of the plan. We seek to build long-lasting relationships focused on your specific needs and concerns.
To provide unbiased advice of the highest integrity. As a member of the National Association of Personal Financial Advisors (NAPFA)
and a CERTIFIED FINANCIAL PLANNER
™ professional, Derek proudly adheres to the industry’s most demanding practice requirements. You can be assured that Lenington Financial will never accept compensation contingent on the purchase or sale of a financial product and as a fiduciary; we put our client’s interest first - always. As a Registered Life Planner® with the Kinder Institute of Life Planning
, you can expect Derek to act with the utmost care and diligence so that those who entrust their planning to Lenington Financial have the faithful guide they need in the fulfillment of their dreams.
» Investing In An Uncertain Economy for Dummies