Independent financial advisor for families and founders
Wealth that works while you live your life.
You've built something worth protecting. I help high-net-worth individuals and families manage, grow, and pass on wealth with complete clarity and understanding.
Independent financial advisor for families and founders
Wealth that works while you live your life.
You've built something worth protecting. I help high-net-worth individuals and families manage, grow, and pass on wealth with complete clarity and understanding.
Trusted by professionals, founders, and families all across the U.S.
Trusted by professionals, founders, and families all across the U.S.
Trusted by professionals, founders, and families all across the U.S.
How We Work
Advice that only answers to you.
I'm David Doehring, founder and CEO of Leux Financial. With over a decade of experience as a financial professional, I specialize in helping high-income professionals, educators, and public servants protect, grow, and transfer their wealth with confidence. I built Leux Financial to deliver straightforward, high-value retirement and legacy planning — focused on Living Trusts, Roth conversions, retirement income optimization, and Living Benefits insurance — without product quotas or conflicts of interest. As a Retirement Income Certified Professional (RICP®) and Certified Exit Planning Advisor (CEPA®), I’m committed to acting in your best interest and providing clear, personalized strategies that help you keep more of what you’ve earned and pass it on efficiently. I work with a limited number of clients so every relationship receives the attention and care it deserves.
How We Work
Advice that only answers to you.
I'm David Doehring, founder and CEO of Leux Financial. With over a decade of experience as a financial professional, I specialize in helping high-income professionals, educators, and public servants protect, grow, and transfer their wealth with confidence. I built Leux Financial to deliver straightforward, high-value retirement and legacy planning — focused on Living Trusts, Roth conversions, retirement income optimization, and Living Benefits insurance — without product quotas or conflicts of interest. As a Retirement Income Certified Professional (RICP®) and Certified Exit Planning Advisor (CEPA®), I’m committed to acting in your best interest and providing clear, personalized strategies that help you keep more of what you’ve earned and pass it on efficiently. I work with a limited number of clients so every relationship receives the attention and care it deserves.
How We Work
Advice that only answers to you.
I'm David Doehring, founder and CEO of Leux Financial. With over a decade of experience as a financial professional, I specialize in helping high-income professionals, educators, and public servants protect, grow, and transfer their wealth with confidence. I built Leux Financial to deliver straightforward, high-value retirement and legacy planning — focused on Living Trusts, Roth conversions, retirement income optimization, and Living Benefits insurance — without product quotas or conflicts of interest. As a Retirement Income Certified Professional (RICP®) and Certified Exit Planning Advisor (CEPA®), I’m committed to acting in your best interest and providing clear, personalized strategies that help you keep more of what you’ve earned and pass it on efficiently. I work with a limited number of clients so every relationship receives the attention and care it deserves.
Why most people feel uncertain about their wealth
Money should give you options, not keep you up at night.
Most people with significant wealth face the same quiet frustration. They've worked hard, accumulated assets, and still don't have a clear picture of where they stand or what comes next. Their investments are spread across accounts, their advisor sells products, and nobody is looking at the whole picture. That's the problem we solve.
Why most people feel uncertain about their wealth
Money should give you options, not keep you up at night.
Most people with significant wealth face the same quiet frustration. They've worked hard, accumulated assets, and still don't have a clear picture of where they stand or what comes next. Their investments are spread across accounts, their advisor sells products, and nobody is looking at the whole picture. That's the problem we solve.
What We can help you with
Comprehensive advice across your full financial picture.
Your financial life does not exist in separate compartments. Your investments affect your taxes. Your taxes affect your estate. Your estate affects your family. We look at everything together, because that is the only way to give you advice that actually works.
What We can help you with
Comprehensive advice across your full financial picture.
Your financial life does not exist in separate compartments. Your investments affect your taxes. Your taxes affect your estate. Your estate affects your family. We look at everything together, because that is the only way to give you advice that actually works.
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01
Planning
A clear, written plan that connects your assets, goals, and timeline, reviewed and updated as your life and priorities evolve.
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01
Planning
A clear, written plan that connects your assets, goals, and timeline, reviewed and updated as your life and priorities evolve.
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02
Investments
Evidence-based portfolios built around your risk tolerance, ime horizon, and overall goals.
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02
Investments
Evidence-based portfolios built around your risk tolerance, ime horizon, and overall goals.
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03
Tax
Coordination with your CPA to ensure your investment decisions and tax planning are working together, not against each other.
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03
Tax
Coordination with your CPA to ensure your investment decisions and tax planning are working together, not against each other.
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04
Legacy
Working closely with your estate attorney to make sure your wealth transfers to the right people, in the right way, at the right time.
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04
Legacy
Working closely with your estate attorney to make sure your wealth transfers to the right people, in the right way, at the right time.
How we get started
Four steps to finally seeing your financial future clearly.
No lengthy onboarding. No complicated paperwork before we've even spoken. Just four straightforward steps from a first conversation to a plan that's entirely yours.
How we get started
Four steps to finally seeing your financial future clearly.
No lengthy onboarding. No complicated paperwork before we've even spoken. Just four straightforward steps from a first conversation to a plan that's entirely yours.
01
Discovery Call
A 30-minute call to understand your situation and whether we're a good fit.
01
Discovery Call
A 30-minute call to understand your situation and whether we're a good fit.
02
Financial Assessment
A thorough review of your assets, liabilities, tax situation, and estate structure.
02
Financial Assessment
A thorough review of your assets, liabilities, tax situation, and estate structure.
03
Your Wealth Plan
A written strategy covering investments, tax efficiency, and long-term goals.
03
Your Wealth Plan
A written strategy covering investments, tax efficiency, and long-term goals.
04
Ongoing Partnership
Regular reviews, proactive adjustments, and a direct line to me, not a call center.
04
Ongoing Partnership
Regular reviews, proactive adjustments, and a direct line to me, not a call center.
30-minute introductory call. No obligation. No sales pitch.
By the numbers
A practice built quietly, proven consistently over time.
Behind every number here is a family that sleeps better at night, a founder who finally has a clear picture, and a retiree who knows exactly where they stand. This is what fifteen years of independent advice looks like.
By the numbers
A practice built quietly, proven consistently over time.
Behind every number here is a family that sleeps better at night, a founder who finally has a clear picture, and a retiree who knows exactly where they stand. This is what fifteen years of independent advice looks like.
12+
Years of experience
12+
Years of experience
12+
Years of experience
95%
Client retention rate
95%
Client retention rate
95%
Client retention rate
$50M+
Client Assets
$50M+
Client Assets
$50M+
Client Assets
500+
Client families served
500+
Client families served
500+
Client families served
Common questions
The questions most people ask before reaching out.
Most people have the same questions before they reach out. How does this work? How are you paid? Is this even for someone like me? These are exactly the right questions, and I would rather answer them here than have them stop you from reaching out.
Common questions
The questions most people ask before reaching out.
Most people have the same questions before they reach out. How does this work? How are you paid? Is this even for someone like me? These are exactly the right questions, and I would rather answer them here than have them stop you from reaching out.
Who do you typically work with?
People who have built something worth protecting and want one trusted advisor looking at their whole financial picture, not just their investment account. Most of my clients are professionals, founders, and families in their forties, fifties, and sixties navigating complex financial decisions and tired of feeling like their advisor is selling them something. If that sounds like you, we should probably talk. The first conversation costs nothing and carries no obligation.
How are you compensated?
I am a fee-only advisor which means I am compensated exclusively by you, never by commissions, referral fees, or product sales. Most financial advisors earn money in ways their clients never fully see or understand. That is not how I operate. You pay a transparent flat fee or a percentage of assets under management depending on our work together. There are no hidden charges, no surprises, and no incentive for me to recommend anything other than what is right for you.
What is a fiduciary and why does it matter?
A fiduciary is legally required to act in your best interest at all times, not just when it is convenient. Most financial advisors are held to a much lower suitability standard which simply means their recommendations need to be suitable for you, not necessarily the best option available. As a fiduciary I am legally and ethically obligated to put your interests first, always. That distinction matters more than most people realise.
How much money do I need to work with you?
I do not have a strict minimum but I work best with clients who have accumulated meaningful assets and are ready to take their financial life seriously. What matters more than a number is the right mindset and a genuine desire for clarity. If you are unsure whether you qualify, the best thing to do is schedule a 30-minute discovery call. There is no obligation and no awkward sales pitch. We will both know within the first conversation whether it makes sense to work together.
How is this different from working with my current advisor?
Most people who come to me have an advisor at a large bank or brokerage firm who manages their investments and little else. What I offer is genuinely different. I look at your entire financial picture including investments, tax, estate planning, and cash flow together as one connected system. I work with a small number of clients by design so every relationship gets the attention it deserves. And because I am fee-only and fiduciary there is nothing I am trying to sell you.
How do we get started?
The first step is a 30-minute discovery call where we get to know each other, talk through your situation, and decide whether we are the right fit. There is no commitment, no paperwork, and no pressure. If we decide to move forward I will conduct a thorough financial assessment and begin building your written wealth plan. Everything moves at your pace. Schedule a conversation using the button below and we will take it from there.
Who do you typically work with?
People who have built something worth protecting and want one trusted advisor looking at their whole financial picture, not just their investment account. Most of my clients are professionals, founders, and families in their forties, fifties, and sixties navigating complex financial decisions and tired of feeling like their advisor is selling them something. If that sounds like you, we should probably talk. The first conversation costs nothing and carries no obligation.
How are you compensated?
I am a fee-only advisor which means I am compensated exclusively by you, never by commissions, referral fees, or product sales. Most financial advisors earn money in ways their clients never fully see or understand. That is not how I operate. You pay a transparent flat fee or a percentage of assets under management depending on our work together. There are no hidden charges, no surprises, and no incentive for me to recommend anything other than what is right for you.
What is a fiduciary and why does it matter?
A fiduciary is legally required to act in your best interest at all times, not just when it is convenient. Most financial advisors are held to a much lower suitability standard which simply means their recommendations need to be suitable for you, not necessarily the best option available. As a fiduciary I am legally and ethically obligated to put your interests first, always. That distinction matters more than most people realise.
How much money do I need to work with you?
I do not have a strict minimum but I work best with clients who have accumulated meaningful assets and are ready to take their financial life seriously. What matters more than a number is the right mindset and a genuine desire for clarity. If you are unsure whether you qualify, the best thing to do is schedule a 30-minute discovery call. There is no obligation and no awkward sales pitch. We will both know within the first conversation whether it makes sense to work together.
How is this different from working with my current advisor?
Most people who come to me have an advisor at a large bank or brokerage firm who manages their investments and little else. What I offer is genuinely different. I look at your entire financial picture including investments, tax, estate planning, and cash flow together as one connected system. I work with a small number of clients by design so every relationship gets the attention it deserves. And because I am fee-only and fiduciary there is nothing I am trying to sell you.
How do we get started?
The first step is a 30-minute discovery call where we get to know each other, talk through your situation, and decide whether we are the right fit. There is no commitment, no paperwork, and no pressure. If we decide to move forward I will conduct a thorough financial assessment and begin building your written wealth plan. Everything moves at your pace. Schedule a conversation using the button below and we will take it from there.