Lee Financial Partners, LLC


Financial Planning Consultants & Services

About Us

We provide Services in Investment Management, Portfolio Design and Financial Consultation to business owners, professional and families throughout the Gulf South. As a referral-based business, we are proud to serve Generations of Clients' for the past 45 Years. Known to our clients' as, ''The Small, Strong Company'' we pride ourselves in giving back to our great Community.

Over the years, we were entrusted as the Sponsor family for the Tulane NROTC Unit and the USMC Division. We formed a Foundations for Illeteracy (Project Dream Catchers) and have supported our Public School Systems Award-Winning ProStart Programs in addition to working with our area Chamber to promote,''Little Rembrandts, a Art Initiative teaching kids how to give back. We have worked with The Childrens' Advocacy Center/Hope House, serving on the Board and jump started "Men Who Cook" as their 1st Sponsors & Chaired the Event

We currently support St. Tammany Health System in their efforts to deliver World Class Healthcare, Close to Home!! We are represented on their Board of Trustees and also in their acclaimed Healing Arts Initiative. Giving back always comes full-circle...

At Lee Financial Partners, LLC... We're Planning for your Future...So you can live in the Moment !!

Rep/Contact Info

James Lee
Chief Investment Officer