About Us
Schedule a Meeting With Tripp Limehouse or Call 803-359-2569
![C.W. “Tripp” Limehouse, III](https://limehousefinancial.com/wp-content/uploads/2024/10/tripp-24-300.jpg)
![Jonathan O\](https://limehousefinancial.com/wp-content/uploads/2024/10/jonathon-24-300.jpg)
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Limehouse Financial
Our Team – Limehouse Financial was founded by Tripp Limehouse. With over 70 years of combined experience, Tripp and his team are committed to helping people who are planning to retire in the next decade or so, as well as those who have already retired. We are committed to helping you create a comprehensive financial plan to achieve your retirement goals.
Whether it’s investment management, retirement planning or financial planning, Limehouse Financial is the wealth management firm in Lexington helping pre-retirees and retirees achieve a more successful retirement.
What most people find out when they come into our office is that while they may have retirement accounts, they do not have a retirement plan. We help you define your financial goals, better understand financial terms and strategies, and navigate through complex decisions surrounding retirement. We have the tools and experience, and we are committed to being your partners for the long-term, so that we can help you plan for and achieve the retirement you deserve.
“Most people don’t plan to fail, they fail to plan.”- John J. Beckley
Our Philosophy
At Limehouse Financial, we believe the mark of a life well spent is one where you are true to your values, such as honesty, hard work, and respect for others. We know that relationships are very important and that earning someone’s trust is sacred.
Plan a Comfortable and Secured Retirement
We believe that although peace of mind is not for sale, it can be achieved with efforts and planning for a comfortable and secure retirement. The key is to build trustworthy relationships with professionals who educate you about retirement options while offering proven real world solutions that work for your individual retirement needs and concerns.
Our Mission
When we talk about the ways that wealth and financial stability can define the individual, it has little to do with a balance sheet, and more to do with a balanced life. True Wealth is all that money can’t buy and death can’t take away. It takes far more than financial planning. It requires a comprehensive approach with as much imagination as innovation – creativity paired with careful calculation.
As your trusted advisor, we are dedicated to helping you reach a higher purpose for your wealth and design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services and a passion for serving you.