Five Star award winners Carmen M. Lex Jr. & Christopher J. Lex

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New Jersey Five Star award winners
PROFESSIONAL PROFILE
                            
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Carmen M. Lex Jr. & Christopher J. LexFounder, Senior Wealth Manager
Lex Wealth Management
10000 Lincoln Dr East Ste 201
Marlton, NJ 08053
Office: 856-334-9900
info@lexwm.com
www.lexwealthmanagement.com
Professional ApproachAs a family team with over 30 years of combined experience, we believe financial planning is about more than numbers - it's about understanding your life and building a relationship grounded in trust and authenticity. At Lex Wealth Management, we take pride in offering thoughtful, tailored strategies that reflect your unique goals, values, and priorities.
Our approach is comprehensive and client-centered. By truly getting to know you, your family, and what matters most, we create plans that provide clarity and confidence for every stage of life. From retirement planning to wealth management and beyond, we’re here to guide you with honesty, care, and a partnership you can rely on.
Carmen LexFounder, Senior Wealth ManagerPhone: 856-334-9962

Carmen M Lex Jr, CFP®, RICP®, is the Founder and Senior Wealth Advisor at Lex Wealth Management. With a 16-year career in the financial industry, Carmen graduated cum laude from Widener University. Recognized in Forbes magazine for the Shook Research Top Financial Security Professionals (2021) and as one of the Top Best-in-State Financial Security Professionals (2022, 2023, and 2024), he has earned a reputation for his expertise and excellence in financial planning.
Holding the prestigious Certified Financial Planner™ (CFP®) and Retirement Income Certified Professional® (RICP®) designations, Carmen brings specialized knowledge to his work, reflecting his commitment to delivering tailored strategies that help families and individuals pursue financial independence.
Carmen’s passion for finance was inspired by his grandmother, who instilled in him the importance of saving and financial discipline. Her example of managing finances with care and intention showed Carmen how small, disciplined actions lead to significant long-term results. His parents further shaped his values with their strong work ethic, resilience, and integrity, which drive his commitment to helping others pursue financial confidence and success.
Carmen is known for simplifying complex financial concepts and creating a clear planning process. He builds lasting relationships that empower families to work toward their financial goals with confidence.
Outside of work, Carmen is actively involved in his community, coaching youth soccer and supporting Philadelphia sports teams. He enjoys spending time at the shore with his wife, Meghan, their children, Alina and Luca, and their rescue dog, Ghost.
Christopher LexFounder, Senior Wealth ManagerPhone: 856-334-9986

Christopher Lex, CRPC®, is the Founder and Senior Wealth Advisor at Lex Wealth Management. With over 15 years of industry experience, Chris is dedicated to helping individuals and families pursue their financial goals with clarity, confidence, and a personalized approach. Recognized as one of Forbes' Top Best-in-State Financial Security Professionals in 2023 and 2024, Chris has built a reputation for providing expert financial guidance and fostering long-term relationships.
Chris holds a Bachelor of Science in Business Administration, graduating cum laude with a focus on finance and taxation from Drexel University. He earned the Chartered Retirement Planning Counselor (CRPC®) designation, further demonstrating his expertise in retirement planning and financial strategies.
Chris’s passion for finance and his core values were shaped by the strong influence of his family. His parents’ dedication and perseverance instilled in him a deep appreciation for hard work and commitment, while his grandmother taught him the importance of saving and financial discipline. Her example of how small, consistent actions can create lasting financial success continues to inspire Chris’s approach to guiding clients toward long-term financial confidence and well-being.
Whether working with clients just starting their financial journey or helping them plan their legacy, Chris creates clear, actionable strategies tailored to each client’s unique needs and goals. He remains committed to staying current with the evolving financial landscape to provide relevant and impactful guidance.
Outside of work, Chris is actively involved in his community, coaching local youth sports teams, spending time with his wife, Samantha, and their three sons, Benjamin, Rhys, and Dominic, and cheering for his favorite Philadelphia sports teams.

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                        This award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 03/13/2025 through 09/05/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 7682 New Jersey-area wealth managers were considered for the award; 400 (5 % of candidates) were named 2026 Five Star Wealth Managers.  The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 7,425, 431, 6%, 12/1/24, 3/13/24 - 10/7/24;  2024: 6,515, 462, 7%, 12/1/23, 3/13/23 - 9/29/23;  2023: 6,606, 407, 6%, 12/1/22, 3/21/22 - 10/18/22; 2022: 6380, 431, 7%, 12/1/21, 4/12/21 - 10/15/21; 6123, 459, 7%, 12/1/20, 3/30/20 - 10/23/20; 2020: 6210, 480, 8%, 12/1/19, 3/1/19 - 10/16/19; 2019: 6097, 477, 8%, 12/1/18, 3/21/18 - 10/12/18; 2018: 4383, 415, 9%, 12/1/17, 2/21/17 - 10/12/17; 2017: 3868, 664, 17%, 11/1/16, 2/25/16 - 10/7/16; 2016: 4143, 626, 15%, 11/1/15, 4/15/15 - 10/16/15; 2015: 5063, 672, 13%, 12/1/14, 4/15/14 - 10/16/14; 2014: 3315, 646, 19%, 12/1/13, 4/15/13 - 10/16/13; 2013: 4049, 733, 18%, 12/1/12, 4/15/12 - 10/16/12; 2012: 1312, 400, 30%, 11/1/11, 4/15/11 - 10/16/11. 
                    
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Chris Lex is a Registered Representative with, and Securities and Advisory Services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. 
Carmen Lex is a Registered Representative with, and Securities and Advisory Services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. 
 The Forbes Top Financial Security Professionals Best-In-State ranking, developed by SHOOK Research, was awarded to 1623 of 18,095 financial professionals nominated by their firms and who are licensed to sell life insurance and annuities (among other investment products or services). Ranking is based on various eligibility and quantitative/qualitative elements as of 12/31/24, including: 7+ years industry experience, compliance record, total assets under management and revenue, client retention, scope of services and community involvement. There is no cost to participate but a fee is paid by recipients if they opt to use the award logo. This recognition is not an endorsement nor is it based on or indicative of any one client’s experience with the financial advisor, past investment performance or future results

        *Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
    
                    Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.