Lee-Way Financial Services, Inc.

EST. AUM
$132,100,000

CONTACTS

CLIENT ACCOUNTS
215

Firm Details

Metro area Jackson, MS
CRD Number 113983
Website leewayfinancial.com
Client types

Overview

Lee-Way Financial Services, Inc. is a Hattiesburg, Mississippi-based independent registered investment adviser (RIA) that specializes in managing separately managed portfolios for individuals, trusts, and estates. Founded on a fiduciary standard, the firm provides personalized wealth management with a core focus on risk-adjusted returns and tax-efficient planning. Led by President Chad F. Edmonson, the firm differentiates itself by maintaining a low-fee, commission-free model and strictly avoids proprietary products to ensure unbiased, objective stewardship of client assets.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Lee-Way Financial Services, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company