We’re Changing Wall Street
Honest. Inclusive. Woman-owned. LexION Capital manages money for individuals, families and institutions.
As Featured In
Our Services
LexION Capital manages money for individuals and the families they love, along with mission-driven non-profits and institutions. We begin with a goals-based dialogue in order to tailor portfolios for each client’s unique circumstances, risk profile, and time horizon.
We deliver transparent asset management advice to help you meet your financial goals.
Investment Management
Retirement Planning
Bespoke Bond Portfolios
About
You talk, we listen. Together we craft a plan that’s as individual as you are. We custom tailor your plan to your unique goals and needs. We deliver clear ongoing advice to make sure you have peace of mind with your finances.
A Unique Perspective
Completely independent, with a healthy balance sheet, we turned down VC funding and Wall Street backers to insure we will never have to choose between profits and ethics as one of the only woman-owned wealth management firms in the nation.
One-On-One Advice
Fiduciary Wealth Management
We always put you first. By design a fiduciary firm, at LexION Capital we are held to the highest legal standard.
Elite Institutional Access
As a client, you’ll have access to top-tier investment solutions often unavailable through retail banks and brokerages.
Bespoke Bond Portfolios
With our institutional buying capabilities, we pass on our wholesale bond prices, maximizing your after-tax returns.
Transparent
You always retain complete control of your assets. Your assets are securely safeguarded by an independent custodian, and we only have permission to invest on your behalf.
Inspired by her mother’s experience, Kaplan caters to female clients in life transitions.
[Lexion Capital’s] rapid growth attests to its success in delivering a unique value to clients: independent, fiduciary asset management.
Independent, holistic, nimble & responsive
How Can We Help?
Recent Posts
The Financial Impact of Networking: Building a Path to Success
In the fast-paced and ever-evolving world of business, success isn't solely determined by what you know but by who you know. The power of networking is undeniable when it comes to forging meaningful connections that can propel one's career to new heights. Networking...
Navigating the Financial Seas: Essential Insights for Novice Investors
Welcome, esteemed and ambitious investors, to the enthralling world of investment! As a dedicated financial advisor, I have traversed the intricate maze of investment opportunities, and it is with great pleasure that I share invaluable insights that shall guide you on...
Unlocking Financial Success: A Journey of Goal Setting in the Second Half of the Year
New Year is the traditional time for setting goals. As we eagerly embrace the new year, armed with fresh hopes and aspirations, anything can seem possible. We conjure up visions of our ideal selves, achieving greatness and conquering the world. Ah, the optimism! But...
Pioneering Contributions: The Impact of LGBTQ+ Innovators Across Fields
Throughout history, LGBTQ+ innovators have made groundbreaking contributions across various fields, leaving an indelible mark on society. Their resilience, creativity, and determination have shattered barriers and inspired countless individuals. From science and...
The Economic Success and Philanthropic Spirit of the LGBTQ+ Community
As we examine the wealth and charitable nature of the vibrant LGBTQ+ community during Pride Month, in June, it becomes evident that their progress extends beyond societal advancement. In recent years, the LGBTQ+ community has made remarkable strides in their fight for...
The Benefits of Meditation for Financial Well-Being
May is National Meditation Month, and it is an excellent time to explore the art of meditation, which is a powerful tool for managing financial anxiety by increasing focus and achieving a greater sense of peace and well-being. Benefits Meditation is a practice that...